| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | M&R CAPITAL MANAGEMENT INC | 106,611 | 2,722,000 | 48.92% | ||
| 2 | GRAYBILL WEALTH MANAGEMENT, LTD. | 71,051 | 1,814,000 | 32.60% | ||
| 3 | Vision Capital Management, Inc. | 40,250 | 1,028,000 | 18.48% | ||
| 4 | AMERIPRISE FINANCIAL INC | 18 | 0 | 0.00% |
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.
