| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Mosaic Financial Partners, Inc. | 404,406 | 6,737,000 | 71.99% | ||
| 2 | TRADITION CAPITAL MANAGEMENT LLC | 157,359 | 2,621,000 | 28.01% |
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.
