| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Apriem Advisors | 150,000 | 25,000 | 62.50% | ||
| 2 | GLENMEDE TRUST CO NA | 45,000 | 7,000 | 17.50% | ||
| 3 | Maryland Capital Management | 36,000 | 6,000 | 15.00% | ||
| 4 | Parkside Financial Bank & Trust | 10,000 | 2,000 | 5.00% |
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.
