| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | YHB Investment Advisors, Inc. | 61,448 | 780,000 | 78.47% | ||
| 2 | GRIMES & Co WEALTH MANAGEMENT, LLC | 16,848 | 214,000 | 21.53% |
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.
