| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cerity Partners OCIO LLC | 10,144 | 24,000 | 66.10% | ||
| 2 | CapWealth Advisors, LLC | 5,048 | 12,000 | 33.05% | ||
| 3 | KELMAN-LAZAROV, INC. | 128 | 310 | 0.85% |
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.
