| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 555,107 | 12,013,000 | 94.27% | ||
| 2 | Vision Capital Management, Inc. | 13,271 | 287,000 | 2.25% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 10,022 | 217,000 | 1.70% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 9,468 | 205,000 | 1.61% | ||
| 5 | HIGH POINT BANK & TRUST CO | 983 | 21,000 | 0.16% |
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.