| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 2,950 | 76,720 | 66.30% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 1,506 | 39,000 | 33.70% |
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.