| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | 11,423 | 34,000 | 84.47% | ||
| 2 | CT Financial Advisors LLC | 1,762 | 5,251 | 13.05% | ||
| 3 | GLENMEDE TRUST CO NA | 633 | 1,000 | 2.48% |
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.
