| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 12,720 | 270,000 | 49.60% | ||
| 2 | Janney Montgomery Scott LLC | 10,809 | 230,348 | 42.32% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 2,058 | 44,000 | 8.08% |
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.
