| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HL FINANCIAL SERVICES LLC | 49,943 | 2,578,000 | 67.97% | ||
| 2 | Coe Capital Management, LLC | 26,070 | 1,209,648 | 31.89% | ||
| 3 | Gemmer Asset Management LLC | 96 | 5,000 | 0.13% |
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.