| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 32,814 | 1,420,000 | 78.30% | ||
| 2 | APPLETON PARTNERS INC/MA | 5,867 | 254,000 | 14.01% | ||
| 3 | GLENMEDE TRUST CO NA | 2,936 | 127,000 | 7.00% | ||
| 4 | CT Financial Advisors LLC | 220 | 9,535 | 0.53% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 68 | 3,000 | 0.17% |
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.
