| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 24,691 | 577,000 | 35.16% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24,761 | 575,000 | 35.04% | ||
| 3 | FALCON POINT CAPITAL, LLC | 20,000 | 464,000 | 28.28% | ||
| 4 | PRIVATE TRUST CO NA | 1,000 | 23,000 | 1.40% | ||
| 5 | AMERIPRISE FINANCIAL INC | 66 | 2,000 | 0.12% |
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.
