| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 86,363 | 3,028,000 | 86.66% | ||
| 2 | NICHOLS & PRATT ADVISERS LLP /MA | 12,590 | 441,000 | 12.62% | ||
| 3 | EFG Private Wealth Management (Americas) Corp. | 712 | 25,000 | 0.72% |
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.
