| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 1,960 | 201,000 | 10.62% | ||
| 2 | SONATA CAPITAL GROUP INC | 3,775 | 386,000 | 20.39% | ||
| 3 | DEARBORN PARTNERS LLC | 12,762 | 1,306,000 | 68.99% |
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.
