| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 2,122 | 468,000 | 40.60% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 1,414 | 312,000 | 27.07% | ||
| 3 | RNC CAPITAL MANAGEMENT LLC | 940 | 207,000 | 17.96% | ||
| 4 | Buffington Mohr McNeal | 473 | 104,000 | 9.02% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 212 | 46,727 | 4.05% | ||
| 6 | Hartford Financial Management Inc. | 70 | 15,000 | 1.30% |
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.
