| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BKS ADVISORS, LLC | 320,466 | 15,000 | 88.24% | ||
| 2 | Apriem Advisors | 50,000 | 2,000 | 11.76% |
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.
