| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SONORA INVESTMENT MANAGEMENT, LLC | 39,662 | 1,121,641 | 93.73% | ||
| 2 | American Research & Management Co. | 2,730 | 74,000 | 6.18% | ||
| 3 | TCI Wealth Advisors, Inc. | 21 | 1,000 | 0.08% |
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.