| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 11,825 | 524,000 | 41.52% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 8,712 | 386,000 | 30.58% | ||
| 3 | W.G. Shaheen & Associates DBA Whitney & Co | 4,613 | 204,000 | 16.16% | ||
| 4 | CT Financial Advisors LLC | 3,076 | 136,170 | 10.79% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 276 | 12,000 | 0.95% |
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.
