| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | 113,872 | 1,897,000 | 96.59% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 4,038 | 67,000 | 3.41% |
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.
