| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 1,000 | 43,000 | 84.31% | ||
| 2 | Vantage Investment Advisors, LLC | 100 | 4,000 | 7.84% | ||
| 3 | Sandy Spring Bank | 50 | 2,000 | 3.92% | ||
| 4 | Gemmer Asset Management LLC | 40 | 2,000 | 3.92% |
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.
