| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 27,106 | 666,000 | 41.46% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 12,897 | 317,000 | 19.74% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 11,855 | 291,000 | 18.12% | ||
| 4 | CEDAR HILL ASSOCIATES, LLC | 8,588 | 211,000 | 13.14% | ||
| 5 | CT Financial Advisors LLC | 4,936 | 121,230 | 7.55% |
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.