| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 48,634 | 1,055,855 | 57.99% | ||
| 2 | Vision Capital Management, Inc. | 13,271 | 297,000 | 16.31% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 10,022 | 224,000 | 12.30% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 9,934 | 222,000 | 12.19% | ||
| 5 | HIGH POINT BANK & TRUST CO | 983 | 22,000 | 1.21% |
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.
