| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NOVARE CAPITAL MANAGEMENT LLC | 266,802 | 11,222,000 | 94.33% | ||
| 2 | NORTH STAR ASSET MANAGEMENT INC | 16,036 | 675,000 | 5.67% |
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.
