| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 1834 INVESTMENT ADVISORS CO | 52,485 | 603,000 | 68.37% | ||
| 2 | Crestwood Advisors Group, LLC | 24,284 | 279,000 | 31.63% |
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.
