| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 57,260 | 1,480,000 | 80.52% | ||
| 2 | Diversified Portfolios, Inc. | 3,850 | 309,000 | 16.81% | ||
| 3 | Crow Point Partners, LLC | 1,900 | 49,000 | 2.67% | ||
| 4 | Crosspoint Capital Strategies, LLC | 10 | 0 | 0.00% |
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.
