| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 1,676,173 | 20,852,000 | 95.96% | ||
| 2 | Sequent Asset Management, LLC | 70,634 | 879,000 | 4.04% |
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.
