| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MID CONTINENT CAPITAL LLC/IL | 598,033 | 15,399,000 | 93.29% | ||
| 2 | COBIZ WEALTH, LLC | 42,981 | 1,107,000 | 6.71% |
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.
