| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | West Oak Capital, LLC | 1,200 | 45 | 100.00% | ||
| 2 | GLENMEDE TRUST CO NA | 1,200 | 0 | 0.00% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 200 | 0 | 0.00% | ||
| 4 | Lenox Wealth Management, Inc. | 170 | 0 | 0.00% | ||
| 5 | CapWealth Advisors, LLC | 9,000 | 0 | 0.00% |
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.
