| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 189,256 | 4,656,000 | 57.71% | ||
| 2 | SILICON VALLEY CAPITAL PARTNERS | 138,715 | 3,412,000 | 42.29% |
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.