| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 1,074 | 54,000 | 9.63% | ||
| 2 | Gemmer Asset Management LLC | 2,775 | 140,000 | 24.96% | ||
| 3 | Vigilant Capital Management, LLC | 2,794 | 141,000 | 25.13% | ||
| 4 | Sandy Spring Bank | 4,467 | 226,000 | 40.29% |
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.
