| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MID CONTINENT CAPITAL LLC/IL | 688,011 | 18,267,000 | 92.51% | ||
| 2 | COBIZ WEALTH, LLC | 55,731 | 1,480,000 | 7.49% |
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.
