| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Ballentine Partners, LLC | 5,587,577 | 74,650,000 | 97.15% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 150,887 | 2,016,000 | 2.62% | ||
| 3 | CrestPoint Capital Management, LLC | 11,700 | 156,000 | 0.20% | ||
| 4 | DREMAN VALUE MANAGEMENT, L L C | 1,148 | 15,000 | 0.02% |
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.
