| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 6,855 | 281,000 | 32.04% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 6,091 | 250,043 | 28.51% | ||
| 3 | GLENMEDE TRUST CO NA | 4,401 | 180,000 | 20.52% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 4,055 | 166,000 | 18.93% |
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.
