| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 71,736 | 151,000 | 21.83% | ||
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 67,569 | 142,000 | 20.53% | ||
| 3 | Fisher Asset Management, LLC | 63,887 | 134,000 | 19.37% | ||
| 4 | NORTH STAR ASSET MANAGEMENT INC | 55,530 | 117,000 | 16.92% | ||
| 5 | DONALDSON CAPITAL MANAGEMENT, LLC | 35,139 | 74,000 | 10.70% | ||
| 6 | Arvest Bank Trust Division | 17,065 | 36,000 | 5.21% | ||
| 7 | WEALTHPLAN PARTNERS, LLC | 12,200 | 25,621 | 3.70% | ||
| 8 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 4,794 | 10,000 | 1.45% | ||
| 9 | REILLY FINANCIAL ADVISORS, LLC | 985 | 2,000 | 0.29% |
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.
