| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RELIANCE TRUST CO OF DELAWARE | 20,379 | 137,000 | 94.95% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 639 | 4,000 | 2.77% | ||
| 3 | CT Financial Advisors LLC | 488 | 3,292 | 2.28% |
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.
