| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NOVARE CAPITAL MANAGEMENT LLC | 276,614 | 11,704,000 | 94.52% | ||
| 2 | NORTH STAR ASSET MANAGEMENT INC | 16,036 | 678,000 | 5.48% |
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.
