| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INTERCONTINENTAL WEALTH ADVISORS, LLC | 7,741 | 301,000 | 85.27% | ||
| 2 | GLENMEDE TRUST CO NA | 1,356 | 52,000 | 14.73% |
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.
