| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 27,006 | 668,000 | 40.68% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 12,897 | 319,000 | 19.43% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 11,855 | 293,000 | 17.84% | ||
| 4 | FDx Advisors, Inc. | 8,600 | 213,000 | 12.97% | ||
| 5 | CT Financial Advisors LLC | 5,947 | 147,191 | 8.96% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 93 | 2,000 | 0.12% |
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.
