| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 764,516 | 21,980,000 | 92.53% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 32,896 | 946,000 | 3.98% | ||
| 3 | FDx Advisors, Inc. | 28,800 | 829,000 | 3.49% |
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.
