| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Stillwater Capital Advisors, LLC | 15,740 | 83,000 | 54.25% | ||
| 2 | Waldron Private Wealth LLC | 13,415 | 70,000 | 45.75% |
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.
