| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BTR CAPITAL MANAGEMENT INC | 9,895 | 206,000 | 70.19% | ||
| 2 | CT Financial Advisors LLC | 3,002 | 62,476 | 21.29% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 1,183 | 25,000 | 8.52% |
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.