| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Perigon Wealth Management, LLC | 69,796 | 408,000 | 94.66% | ||
| 2 | MYCIO WEALTH PARTNERS, LLC | 4,000 | 23,000 | 5.34% |
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.
