| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Ballentine Partners, LLC | 442,630 | 4,661,000 | 74.54% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 150,887 | 1,589,000 | 25.41% | ||
| 3 | DREMAN VALUE MANAGEMENT, L L C | 270 | 3,000 | 0.05% |
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.
