| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 21,771 | 553,000 | 42.87% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 17,525 | 445,000 | 34.50% | ||
| 3 | SignalPoint Asset Management, LLC | 11,500 | 292,000 | 22.64% |
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.
