| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 32,414 | 1,418,000 | 76.68% | ||
| 2 | APPLETON PARTNERS INC/MA | 6,532 | 286,000 | 15.47% | ||
| 3 | GLENMEDE TRUST CO NA | 3,090 | 135,000 | 7.30% | ||
| 4 | CT Financial Advisors LLC | 232 | 10,150 | 0.55% |
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.