| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MAI Capital Management | 120,880 | 3,683,000 | 83.51% | ||
| 2 | Silver Lake Advisory, LLC | 23,850 | 727,000 | 16.49% |
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.
