| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FOSTER DYKEMA CABOT & CO INC/MA | 96,972 | 8,793,000 | 66.59% | ||
| 2 | DT Investment Partners, LLC | 32,363 | 2,935,000 | 22.23% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 6,400 | 580,000 | 4.39% | ||
| 4 | Foothills Asset Management, Ltd. | 4,900 | 444,000 | 3.36% | ||
| 5 | DOWLING & YAHNKE LLC | 3,435 | 311,000 | 2.36% | ||
| 6 | Plante Moran Financial Advisors, LLC | 1,487 | 135,000 | 1.02% | ||
| 7 | QUADRANT CAPITAL GROUP LLC | 80 | 7,000 | 0.05% |
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.
