| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | 60,592 | 1,534,000 | 87.01% | ||
| 2 | OARSMAN CAPITAL, INC. | 9,057 | 229,000 | 12.99% |
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.