| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HEADINVEST, LLC | 5,135 | 833,000 | 55.57% | ||
| 2 | BALASA DINVERNO & FOLTZ LLC | 4,745 | 666,000 | 44.43% |
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.
