| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Mariner Wealth Advisors-Cincinnati, LLC | 45,099 | 31,000 | 64.58% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 25,000 | 17,000 | 35.42% |
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.
