| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 5,772 | 312,000 | 48.27% | ||
| 2 | WILLIAMS JONES & ASSOCIATES LLC | 4,659 | 252,000 | 38.98% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 1,265 | 68,427 | 10.59% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 254 | 14,000 | 2.17% |
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.
