| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 32,900 | 1,538,000 | 84.09% | ||
| 2 | APPLETON PARTNERS INC/MA | 5,867 | 274,000 | 14.98% | ||
| 3 | CT Financial Advisors LLC | 215 | 10,035 | 0.55% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 156 | 7,000 | 0.38% |
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.
