| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 31,455 | 304,802 | 40.33% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 46,581 | 451,000 | 59.67% |
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.