| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Windsor Financial Group, LLC | 65,450 | 1,429,000 | 58.23% | ||
| 2 | CITY NATIONAL BANK | 46,935 | 1,025,000 | 41.77% |
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.
