| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALASA DINVERNO & FOLTZ LLC | 5,540 | 882,000 | 51.88% | ||
| 2 | HEADINVEST, LLC | 5,135 | 818,000 | 48.12% |
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.
