| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 202,350 | 4,648,000 | 68.35% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 79,149 | 1,818,000 | 26.74% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 14,552 | 334,000 | 4.91% |
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.
