| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 77,586 | 2,376,000 | 66.29% | ||
| 2 | NICHOLS & PRATT ADVISERS LLP /MA | 37,678 | 1,154,000 | 32.20% | ||
| 3 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 1,775 | 54,000 | 1.51% |
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.
