| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 200,000 | 1,908,000 | 86.45% | ||
| 2 | FRANKLIN STREET ADVISORS INC /NC | 19,950 | 190,000 | 8.61% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 11,445 | 109,000 | 4.94% |
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.
