| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 2,976 | 17,000 | 85.00% | ||
| 2 | Lowe Wealth Advisors, LLC | 351 | 2,000 | 10.00% | ||
| 3 | KELMAN-LAZAROV, INC. | 129 | 1,000 | 5.00% |
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.
