| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | M&R CAPITAL MANAGEMENT INC | 107,855 | 2,721,000 | 48.21% | ||
| 2 | GRAYBILL WEALTH MANAGEMENT, LTD. | 72,796 | 1,837,000 | 32.55% | ||
| 3 | Vision Capital Management, Inc. | 34,500 | 870,000 | 15.41% | ||
| 4 | AMERIPRISE FINANCIAL INC | 8,546 | 216,000 | 3.83% |
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.
