| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 10,000 | 219,000 | 51.06% | ||
| 2 | MOTCO | 5,631 | 123,000 | 28.67% | ||
| 3 | GLENMEDE TRUST CO NA | 3,746 | 82,000 | 19.12% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 182 | 4,000 | 0.93% | ||
| 5 | CT Financial Advisors LLC | 43 | 946 | 0.22% |
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.
