| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Waldron Private Wealth LLC | 13,415 | 70,000 | 42.17% | ||
| 2 | Stillwater Capital Advisors, LLC | 15,740 | 96,000 | 57.83% |
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.
