| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 250,301 | 6,568,000 | 97.45% | ||
| 2 | Evercore Wealth Management, LLC | 6,558 | 172,000 | 2.55% |
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.