| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MID CONTINENT CAPITAL LLC/IL | 671,211 | 17,586,000 | 92.88% | ||
| 2 | COBIZ WEALTH, LLC | 51,481 | 1,349,000 | 7.12% |
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.
