| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 10,000 | 214,000 | 48.65% | ||
| 2 | MOTCO | 5,631 | 121,000 | 27.51% | ||
| 3 | GLENMEDE TRUST CO NA | 4,687 | 100,000 | 22.73% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 179 | 4,000 | 0.91% | ||
| 5 | CT Financial Advisors LLC | 42 | 909 | 0.21% |
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.
