| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST INTERSTATE BANK | 33,000 | 0 | 0.00% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 70,000 | 1,000 | 33.33% | ||
| 3 | BOSTON FAMILY OFFICE LLC | 193,750 | 2,000 | 66.67% |
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.