| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 21,000 | 136,000 | 57.18% | ||
| 2 | Obermeyer Wealth Partners | 10,964 | 71,000 | 29.85% | ||
| 3 | Pinnacle Holdings, LLC | 4,757 | 30,825 | 12.96% |
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.
