| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Apriem Advisors | 82,942 | 6,296,000 | 96.22% | ||
| 2 | BURKE & HERBERT BANK & TRUST CO | 3,251 | 247,000 | 3.78% |
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.
