| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 1,000 | 30,000 | 8.26% | ||
| 2 | NEVILLE RODIE & SHAW INC | 10,979 | 333,000 | 91.74% |
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.