| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 435,000 | 48,000 | 63.16% | ||
| 2 | JOHN G ULLMAN & ASSOCIATES INC | 145,000 | 16,000 | 21.05% | ||
| 3 | CITY NATIONAL BANK | 70,000 | 8,000 | 10.53% | ||
| 4 | Fisher Asset Management, LLC | 40,000 | 4,000 | 5.26% |
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.
