| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 489,949 | 5,203,000 | 78.08% | ||
| 2 | Freedom Investment Management, Inc. | 69,309 | 736,000 | 11.05% | ||
| 3 | First American Bank | 49,464 | 525,000 | 7.88% | ||
| 4 | GOFEN & GLOSSBERG LLC /IL/ | 18,711 | 199,000 | 2.99% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 43 | 453 | 0.01% |
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.
