| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 274,743 | 21,153,000 | 94.77% | ||
| 2 | Caprock Group, LLC | 14,853 | 1,144,000 | 5.13% | ||
| 3 | QCI ASSET MANAGEMENT INC/NY | 302 | 23,000 | 0.10% |
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.
