| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FOSTER DYKEMA CABOT & CO INC/MA | 118,072 | 10,252,000 | 85.18% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 6,400 | 556,000 | 4.62% | ||
| 3 | RONALD BLUE & CO LLC | 5,242 | 455,000 | 3.78% | ||
| 4 | Foothills Asset Management, Ltd. | 4,040 | 351,000 | 2.92% | ||
| 5 | DOWLING & YAHNKE LLC | 3,296 | 286,000 | 2.38% | ||
| 6 | Plante Moran Financial Advisors, LLC | 1,487 | 129,000 | 1.07% | ||
| 7 | QUADRANT CAPITAL GROUP LLC | 80 | 6,000 | 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.
