| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 11,130 | 161,000 | 2.19% | ||
| 2 | World Asset Management Inc | 32,439 | 469,000 | 6.39% | ||
| 3 | CrestPoint Capital Management, LLC | 32,600 | 472,000 | 6.43% | ||
| 4 | NORTH STAR ASSET MANAGEMENT INC | 430,913 | 6,235,000 | 84.98% |
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.