| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 262 | 16,689 | 1.76% | ||
| 2 | LOWE BROCKENBROUGH & CO INC | 3,172 | 202,000 | 21.34% | ||
| 3 | GOFEN & GLOSSBERG LLC /IL/ | 11,432 | 728,000 | 76.90% |
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.
