| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HL FINANCIAL SERVICES LLC | 8,168 | 358,000 | 63.81% | ||
| 2 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 3,772 | 165,000 | 29.41% | ||
| 3 | JNBA Financial Advisors | 600 | 26,000 | 4.63% | ||
| 4 | Alexandria Capital, LLC | 213 | 9,000 | 1.60% | ||
| 5 | Gemmer Asset Management LLC | 64 | 3,000 | 0.53% |
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.