| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 11,825 | 537,000 | 44.65% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 5,895 | 268,000 | 22.28% | ||
| 3 | W.G. Shaheen & Associates DBA Whitney & Co | 4,613 | 210,000 | 17.46% | ||
| 4 | CT Financial Advisors LLC | 2,985 | 135,634 | 11.28% | ||
| 5 | INTERACTIVE FINANCIAL ADVISORS, INC. | 657 | 30,000 | 2.49% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 485 | 22,000 | 1.83% |
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.
