| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 20,190 | 232,000 | 64.44% | ||
| 2 | MENLO ADVISORS LLC | 10,632 | 122,000 | 33.89% | ||
| 3 | QUADRANT CAPITAL GROUP LLC | 525 | 6,000 | 1.67% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
