| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | 12,887 | 44,000 | 85.70% | ||
| 2 | CT Financial Advisors LLC | 1,628 | 5,340 | 10.40% | ||
| 3 | GLENMEDE TRUST CO NA | 783 | 2,000 | 3.90% |
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.
