| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 30,744 | 1,335,000 | 68.94% | ||
| 2 | APPLETON PARTNERS INC/MA | 5,867 | 255,000 | 13.17% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 4,598 | 199,652 | 10.31% | ||
| 4 | GLENMEDE TRUST CO NA | 3,172 | 137,000 | 7.08% | ||
| 5 | CT Financial Advisors LLC | 223 | 9,688 | 0.50% |
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.
