| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EVERGREEN CAPITAL MANAGEMENT LLC | 362,185 | 2,234,000 | 90.01% | ||
| 2 | Parkside Financial Bank & Trust | 25,000 | 154,000 | 6.20% | ||
| 3 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 15,250 | 94,000 | 3.79% |
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.
