| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | 29 | 0 | 0.00% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 4,062 | 19,000 | 33.93% | ||
| 3 | COLONY GROUP LLC | 5,473 | 37,000 | 66.07% |
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.