| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 25,179 | 627,000 | 87.17% | ||
| 2 | Alerus Investment Advisors Corp | 2,425 | 60,000 | 8.34% | ||
| 3 | MassMutual Private Wealth & Trust, FSB | 1,400 | 32,284 | 4.49% |
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.
