| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOFEN & GLOSSBERG LLC /IL/ | 10,533 | 150,000 | 81.61% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 2,375 | 33,799 | 18.39% |
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.