| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 55,823 | 961,000 | 99.07% | ||
| 2 | PATHSTONE FAMILY OFFICE, LLC | 541 | 9,000 | 0.93% |
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.
