| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Ballentine Partners, LLC | 6,048,805 | 115,291,000 | 97.57% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 150,887 | 2,876,000 | 2.43% |
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.
