| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 11,468 | 333,000 | 50.76% | ||
| 2 | ELCO MANAGEMENT CO., LLC | 10,500 | 304,000 | 46.34% | ||
| 3 | Evercore Wealth Management, LLC | 654 | 19,000 | 2.90% |
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.
