| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 268 | 14,000 | 1.08% | ||
| 2 | CT Financial Advisors LLC | 2,985 | 150,499 | 11.66% | ||
| 3 | W.G. Shaheen & Associates DBA Whitney & Co | 4,613 | 233,000 | 18.06% | ||
| 4 | GOFEN & GLOSSBERG LLC /IL/ | 5,895 | 297,000 | 23.01% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 11,825 | 596,000 | 46.18% |
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.
