| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 1,541 | 29,000 | 85.29% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 249 | 5,000 | 14.71% |
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.
