| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 13,987 | 179,000 | 96.24% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 522 | 6,692 | 3.60% | ||
| 3 | CT Financial Advisors LLC | 23 | 297 | 0.16% |
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.
