| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 90,567 | 1,596,685 | 90.02% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 10,044 | 177,000 | 9.98% |
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.
