| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 1,732 | 18,000 | 70.30% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 716 | 7,606 | 29.70% | ||
| 3 | INTERACTIVE FINANCIAL ADVISORS, INC. | 0 | 0 | 0.00% |
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.
