| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 37,071 | 922,000 | 75.20% | ||
| 2 | QUEST INVESTMENT MANAGEMENT LLC | 12,205 | 304,000 | 24.80% |
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.
