| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 4,025 | 102,000 | 56.35% | ||
| 2 | AMERIPRISE FINANCIAL INC | 1,732 | 44,000 | 24.31% | ||
| 3 | HIGH POINT BANK & TRUST CO | 800 | 20,000 | 11.05% | ||
| 4 | GLENMEDE TRUST CO NA | 600 | 15,000 | 8.29% |
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.
