| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 635,000 | 40,000 | 78.43% | ||
| 2 | JOHN G ULLMAN & ASSOCIATES INC | 145,000 | 9,000 | 17.65% | ||
| 3 | Fisher Asset Management, LLC | 40,000 | 2,000 | 3.92% |
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.
