| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 426,695 | 7,010,000 | 44.49% | ||
| 2 | WBI INVESTMENTS, LLC | 425,341 | 6,988,000 | 44.35% | ||
| 3 | CrestPoint Capital Management, LLC | 32,600 | 536,000 | 3.40% | ||
| 4 | World Asset Management Inc | 31,210 | 513,000 | 3.26% | ||
| 5 | CIBC WORLD MARKETS CORP | 20,835 | 342,000 | 2.17% | ||
| 6 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 11,149 | 183,000 | 1.16% | ||
| 7 | Veritable, L.P. | 11,139 | 183,000 | 1.16% |
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.
