| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 2,305 | 1,000 | 74.02% | ||
| 2 | CT Financial Advisors LLC | 1,000 | 351 | 25.98% | ||
| 3 | Winfield Associates, Inc. | 50 | 0 | 0.00% | ||
| 4 | Avior Wealth Management, LLC | 400 | 0 | 0.00% |
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.
