| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 5,772 | 331,000 | 49.88% | ||
| 2 | WILLIAMS JONES & ASSOCIATES LLC | 4,659 | 267,000 | 40.24% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 1,142 | 65,528 | 9.88% |
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.
