| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 35,501 | 1,626,000 | 60.60% | ||
| 2 | WOODMONT INVESTMENT COUNSEL LLC | 10,716 | 491,000 | 18.30% | ||
| 3 | S&T BANK/PA | 6,276 | 287,000 | 10.70% | ||
| 4 | APPLETON PARTNERS INC/MA | 5,867 | 269,000 | 10.03% | ||
| 5 | CT Financial Advisors LLC | 213 | 10,010 | 0.37% |
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.
