| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 10,000 | 230,000 | 51.69% | ||
| 2 | MOTCO | 5,631 | 129,000 | 28.99% | ||
| 3 | GLENMEDE TRUST CO NA | 3,746 | 85,000 | 19.10% | ||
| 4 | CT Financial Advisors LLC | 43 | 986 | 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.
