| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RNC CAPITAL MANAGEMENT LLC | 8,293 | 203,000 | 46.64% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 6,961 | 171,000 | 39.29% | ||
| 3 | MOTCO | 1,374 | 34,000 | 7.81% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 825 | 20,226 | 4.65% | ||
| 5 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 267 | 7,000 | 1.61% |
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.
