| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TCI Wealth Advisors, Inc. | 41,497 | 778,000 | 97.68% | ||
| 2 | Pinnacle Holdings, LLC | 505 | 9,464 | 1.19% | ||
| 3 | American Research & Management Co. | 500 | 9,000 | 1.13% |
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.
