| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FOSTER DYKEMA CABOT & CO INC/MA | 98,127 | 8,136,000 | 86.70% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 6,400 | 531,000 | 5.66% | ||
| 3 | Foothills Asset Management, Ltd. | 4,040 | 335,000 | 3.57% | ||
| 4 | DOWLING & YAHNKE LLC | 3,054 | 253,000 | 2.70% | ||
| 5 | Plante Moran Financial Advisors, LLC | 1,487 | 123,000 | 1.31% | ||
| 6 | QUADRANT CAPITAL GROUP LLC | 80 | 6,000 | 0.06% |
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.
