| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Perigon Wealth Management, LLC | 68,574 | 1,184,000 | 95.85% | ||
| 2 | CT Financial Advisors LLC | 2,978 | 51,209 | 4.15% |
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.
