| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BURNEY CO/ | 9,650 | 267,000 | 89.00% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 1,200 | 33,000 | 11.00% |
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.
