| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 162,267 | 353,741 | 36.70% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 82,086 | 179,000 | 18.57% | ||
| 3 | Fisher Asset Management, LLC | 73,952 | 163,000 | 16.91% | ||
| 4 | 1834 INVESTMENT ADVISORS CO | 57,048 | 124,000 | 12.87% | ||
| 5 | NORTH STAR ASSET MANAGEMENT INC | 55,530 | 121,000 | 12.56% | ||
| 6 | DONALDSON CAPITAL MANAGEMENT, LLC | 10,393 | 23,000 | 2.39% |
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.
