| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEWFOUND RESEARCH LLC | 221 | 5,000 | 0.24% | ||
| 2 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | 8,896 | 219,000 | 10.39% | ||
| 3 | EisnerAmper Wealth Management Corporate Benefits, LLC | 11,915 | 293,000 | 13.90% | ||
| 4 | Private Ocean, LLC | 15,308 | 376,000 | 17.84% | ||
| 5 | Vantage Investment Advisors, LLC | 15,602 | 384,000 | 18.22% | ||
| 6 | JOHNSON INVESTMENT COUNSEL INC | 33,831 | 831,000 | 39.42% |
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.
