| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 2,857 | 13,000 | 68.42% | ||
| 2 | Lowe Wealth Advisors, LLC | 351 | 2,000 | 10.53% | ||
| 3 | COLONY GROUP LLC | 180 | 1,000 | 5.26% | ||
| 4 | Vigilant Capital Management, LLC | 132 | 1,000 | 5.26% | ||
| 5 | Parkside Financial Bank & Trust | 185 | 1,000 | 5.26% | ||
| 6 | ASSET DEDICATION, LLC | 219 | 1,000 | 5.26% |
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.
