| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRIMES & Co WEALTH MANAGEMENT, LLC | 5,233 | 386,000 | 49.55% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 10,528 | 311,000 | 39.92% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 2,791 | 82,000 | 10.53% |
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.
