| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 71,074 | 161,000 | 58.76% | ||
| 2 | SMITH SHELLNUT WILSON LLC /ADV | 27,196 | 62,000 | 22.63% | ||
| 3 | FRANKLIN STREET ADVISORS INC /NC | 22,500 | 51,000 | 18.61% | ||
| 4 | PATHSTONE FAMILY OFFICE, LLC | 209 | 0 | 0.00% |
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.
