| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Ascent Wealth Partners, LLC | 10,000 | 58,000 | 6.19% | ||
| 2 | BOURNE STENSTROM LENT ASSET MANAGEMENT INC | 152,575 | 879,000 | 93.81% |
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.
