| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 594,069 | 70,782,000 | 83.85% | ||
| 2 | Avalon Investment & Advisory | 103,385 | 12,318,000 | 14.59% | ||
| 3 | GAMBLE JONES INVESTMENT COUNSEL | 11,045 | 1,316,000 | 1.56% |
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.
