| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALASA DINVERNO & FOLTZ LLC | 326 | 378,000 | 45.76% | ||
| 2 | Nichols Asset Management LLC | 200 | 232,000 | 28.09% | ||
| 3 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 148 | 171,000 | 20.70% | ||
| 4 | WESTPORT RESOURCES MANAGEMENT INC | 39 | 45,000 | 5.45% |
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.
