| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Aldebaran Financial Inc. | 56,075 | 1,452,000 | 51.76% | ||
| 2 | Highlander Capital Management, LLC | 20,300 | 526,000 | 18.75% | ||
| 3 | COBIZ WEALTH, LLC | 17,000 | 440,000 | 15.69% | ||
| 4 | American Research & Management Co. | 14,925 | 387,000 | 13.80% |
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.
