| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 14,133 | 266,687 | 95.35% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 677 | 13,000 | 4.65% |
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.