| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 16,941 | 414,000 | 93.45% | SH | |
| 2 | TRUST CO | 750 | 19,000 | 4.29% | ||
| 3 | TCI Wealth Advisors, Inc. | 395 | 10,000 | 2.26% |
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.
