| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | 93,754 | 999,000 | 40.34% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 64,486 | 687,000 | 27.74% | ||
| 3 | Janney Montgomery Scott LLC | 47,588 | 510,624 | 20.62% | ||
| 4 | CT Financial Advisors LLC | 24,869 | 265,105 | 10.70% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 1,416 | 15,000 | 0.61% |
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.
