| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 22 | 312 | 0.26% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 8,483 | 121,000 | 99.74% |
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.