| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Glassman Wealth Services | 234 | 28,000 | 6.32% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 467 | 56,000 | 12.64% | ||
| 3 | LEAVELL INVESTMENT MANAGEMENT, INC. | 3,000 | 359,000 | 81.04% |
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.
