| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INTERCONTINENTAL WEALTH ADVISORS, LLC | 26,265 | 911,000 | 72.61% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 7,513 | 261,000 | 20.80% | ||
| 3 | GLENMEDE TRUST CO NA | 1,399 | 48,000 | 3.83% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 1,001 | 34,712 | 2.77% |
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.
