| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 372,000 | 2,920,000 | 97.17% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 10,810 | 85,000 | 2.83% |
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.
