| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MID CONTINENT CAPITAL LLC/IL | 696,711 | 18,484,000 | 91.44% | ||
| 2 | COBIZ WEALTH, LLC | 65,231 | 1,731,000 | 8.56% |
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.
