| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FRONTIER INVESTMENT MGMT CO | 12,000 | 30,000 | 22.56% | ||
| 2 | CONNORS INVESTOR SERVICES INC | 10,520 | 26,000 | 19.55% | ||
| 3 | Cerity Partners OCIO LLC | 10,144 | 26,000 | 19.55% | ||
| 4 | CITY NATIONAL BANK | 10,016 | 25,000 | 18.80% | ||
| 5 | CapWealth Advisors, LLC | 5,048 | 13,000 | 9.77% | ||
| 6 | Edge Wealth Management LLC | 5,020 | 13,000 | 9.77% |
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.
