| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | 90,372 | 888,000 | 89.88% | ||
| 2 | B. Riley Wealth Advisors, Inc. | 10,166 | 100,000 | 10.12% |
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.