| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NOVARE CAPITAL MANAGEMENT LLC | 256,611 | 9,851,000 | 95.11% | ||
| 2 | NORTH STAR ASSET MANAGEMENT INC | 13,207 | 507,000 | 4.89% |
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.
