| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COBIZ WEALTH, LLC | 49,315 | 1,251,000 | 66.61% | ||
| 2 | Geneva Advisors, LLC | 24,230 | 614,000 | 32.69% | ||
| 3 | AMERIPRISE FINANCIAL INC | 500 | 13,000 | 0.69% |
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.
