| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 34,597 | 1,640,000 | 67.57% | ||
| 2 | WOODMONT INVESTMENT COUNSEL LLC | 10,739 | 509,000 | 20.97% | ||
| 3 | APPLETON PARTNERS INC/MA | 5,867 | 278,000 | 11.45% |
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.