| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COBIZ WEALTH, LLC | 88,470 | 2,266,000 | 95.66% | ||
| 2 | Genesis Wealth Advisors, LLC | 4,000 | 102,720 | 4.34% |
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.
