| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Plante Moran Financial Advisors, LLC | 1,670 | 86,000 | 29.66% | ||
| 2 | Camelot Portfolios, LLC | 3,938 | 204,000 | 70.34% |
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.
