| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | 12,347 | 40,000 | 86.32% | ||
| 2 | CT Financial Advisors LLC | 1,628 | 5,340 | 11.52% | ||
| 3 | GLENMEDE TRUST CO NA | 585 | 1,000 | 2.16% |
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.
