| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Waldron Private Wealth LLC | 22,297 | 111,000 | 58.42% | ||
| 2 | Stillwater Capital Advisors, LLC | 15,740 | 79,000 | 41.58% |
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.
