| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 827,306 | 21,386,000 | 95.64% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 37,749 | 976,000 | 4.36% |
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.