| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 736,629 | 22,379,000 | 52.50% | ||
| 2 | First American Bank | 610,732 | 18,554,000 | 43.53% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 32,896 | 999,000 | 2.34% | ||
| 4 | Janney Montgomery Scott LLC | 22,902 | 695,750 | 1.63% |
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.
