| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRADITION CAPITAL MANAGEMENT LLC | 26,303 | 468,000 | 6.12% | ||
| 2 | Mosaic Financial Partners, Inc. | 411,709 | 7,184,000 | 93.88% |
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.
