| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Aureus Asset Management, LLC | 12,237 | 334,000 | 88.36% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 1,421 | 39,000 | 10.32% | ||
| 3 | COLONY GROUP LLC | 100 | 3,000 | 0.79% | ||
| 4 | AMERIPRISE FINANCIAL INC | 55 | 1,000 | 0.26% | ||
| 5 | HIGH POINT BANK & TRUST CO | 37 | 1,000 | 0.26% |
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.
