| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 26,692 | 658,000 | 36.47% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 16,687 | 411,000 | 22.78% | ||
| 3 | Fisher Asset Management, LLC | 12,478 | 308,000 | 17.07% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 11,364 | 280,000 | 15.52% | ||
| 5 | CT Financial Advisors LLC | 5,947 | 147,191 | 8.16% |
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.
