| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 79,913 | 2,749,000 | 66.90% | ||
| 2 | NICHOLS & PRATT ADVISERS LLP /MA | 37,678 | 1,296,000 | 31.54% | ||
| 3 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 1,850 | 64,000 | 1.56% |
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.
