| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | 90,372 | 878,000 | 66.46% | ||
| 2 | FDx Advisors, Inc. | 38,700 | 377,000 | 28.54% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 6,825 | 66,000 | 5.00% |
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.
