| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | 161,862 | 1,525,000 | 92.26% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 13,602 | 128,000 | 7.74% |
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.
