| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Buffington Mohr McNeal | 61,610 | 3,895,000 | 97.99% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 1,270 | 80,000 | 2.01% |
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.
