| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 200,000 | 1,042,000 | 88.46% | ||
| 2 | FRANKLIN STREET ADVISORS INC /NC | 14,550 | 76,000 | 6.45% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 11,445 | 60,000 | 5.09% |
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.
