| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOFEN & GLOSSBERG LLC /IL/ | 63,933 | 675,000 | 51.33% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 60,176 | 635,000 | 48.29% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 477 | 5,000 | 0.38% |
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.