| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | American Research & Management Co. | 158,750 | 3,904,000 | 73.61% | ||
| 2 | AMERIPRISE FINANCIAL INC | 19,243 | 473,000 | 8.92% | ||
| 3 | GLENMEDE TRUST CO NA | 10,000 | 245,000 | 4.62% | ||
| 4 | Benchmark Capital Advisors | 8,700 | 214,000 | 4.03% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 8,359 | 206,000 | 3.88% | ||
| 6 | PRIVATE TRUST CO NA | 4,500 | 111,000 | 2.09% | ||
| 7 | Joel Isaacson & Co., LLC | 2,500 | 61,000 | 1.15% | ||
| 8 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 2,000 | 49,000 | 0.92% | ||
| 9 | Highlander Capital Management, LLC | 1,250 | 30,738 | 0.58% | ||
| 10 | MCGLINN CAPITAL MANAGEMENT INC | 400 | 10,000 | 0.19% |
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.
