| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BRONFMAN E.L. ROTHSCHILD, L.P. | 2,311 | 159,000 | 85.03% | ||
| 2 | ARCADIA INVESTMENT MANAGEMENT CORP/MI | 300 | 21,000 | 11.23% | ||
| 3 | Kingfisher Capital LLC | 104 | 7,000 | 3.74% |
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.
