| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | 11,685 | 481,000 | 56.75% | ||
| 2 | Janney Montgomery Scott LLC | 5,235 | 215,589 | 25.44% | ||
| 3 | WEATHERLY ASSET MANAGEMENT L. P. | 3,675 | 151,000 | 17.82% |
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.
