| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FOSTER DYKEMA CABOT & CO INC/MA | 122,145 | 11,433,000 | 86.30% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 15,139 | 1,417,000 | 10.70% | ||
| 3 | DOWLING & YAHNKE LLC | 2,772 | 259,000 | 1.96% | ||
| 4 | Plante Moran Financial Advisors, LLC | 1,487 | 139,000 | 1.05% |
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.
