| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BOSTON FINANCIAL MANGEMENT LLC | 170,311 | 3,244,000 | 72.09% | ||
| 2 | TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC | 65,938 | 1,256,000 | 27.91% |
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.
