| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COBIZ WEALTH, LLC | 11,250 | 286,000 | 47.51% | ||
| 2 | Highlander Capital Management, LLC | 5,600 | 142,000 | 23.59% | ||
| 3 | Jacobus Wealth Management, Inc. | 4,400 | 112,000 | 18.60% | ||
| 4 | QUADRANT CAPITAL GROUP LLC | 2,500 | 62,000 | 10.30% |
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.
