| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Matterhorn Capital Management, LLC | 167,677 | 6,236,000 | 54.29% | ||
| 2 | BBR PARTNERS, LLC | 105,000 | 3,905,000 | 33.99% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 36,186 | 1,346,000 | 11.72% |
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.