| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOFEN & GLOSSBERG LLC /IL/ | 7,354 | 272,000 | 49.10% | ||
| 2 | ZEVIN ASSET MANAGEMENT LLC | 5,667 | 210,000 | 37.91% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 838 | 30,990 | 5.59% | ||
| 4 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 569 | 21,000 | 3.79% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 552 | 20,000 | 3.61% |
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.
