| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 23,820 | 197,000 | 96.57% | ||
| 2 | PATHSTONE FAMILY OFFICE, LLC | 886 | 7,000 | 3.43% |
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.
