| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 776 | 22,000 | 0.11% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,268 | 317,000 | 1.52% | ||
| 3 | KEELEY ASSET MANAGEMENT CORP | 729,252 | 20,521,000 | 98.37% |
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.