| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 221,557 | 5,758,000 | 67.53% | ||
| 2 | SILICON VALLEY CAPITAL PARTNERS | 106,501 | 2,768,000 | 32.47% |
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.