| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 33,315 | 858,000 | 34.95% | ||
| 2 | AMERIPRISE FINANCIAL INC | 24,736 | 637,000 | 25.95% | ||
| 3 | QUEST INVESTMENT MANAGEMENT LLC | 20,785 | 535,000 | 21.79% | ||
| 4 | ROOSEVELT INVESTMENT GROUP LLC | 15,965 | 411,000 | 16.74% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 525 | 14,000 | 0.57% |
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.
