| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 3,244 | 35,000 | 74.40% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 1,118 | 12,046 | 25.60% |
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.
