| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | 13,171 | 487,000 | 95.54% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 615 | 22,712 | 4.46% |
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.
