| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crow Point Partners, LLC | 176,900 | 4,511,000 | 73.76% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 53,760 | 1,371,000 | 22.42% | ||
| 3 | CITY NATIONAL BANK | 9,164 | 234,000 | 3.83% |
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.