| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALASA DINVERNO & FOLTZ LLC | 292 | 333,000 | 55.04% | ||
| 2 | Nichols Asset Management LLC | 200 | 228,000 | 37.69% | ||
| 3 | WESTPORT RESOURCES MANAGEMENT INC | 39 | 44,000 | 7.27% |
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.