| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 649,129 | 84,847,000 | 84.43% | ||
| 2 | Avalon Investment & Advisory | 107,986 | 14,115,000 | 14.05% | ||
| 3 | GAMBLE JONES INVESTMENT COUNSEL | 11,719 | 1,532,000 | 1.52% |
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.
