| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 12,069 | 532,000 | 41.58% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 8,712 | 384,000 | 30.01% | ||
| 3 | W.G. Shaheen & Associates DBA Whitney & Co | 4,613 | 203,000 | 15.87% | ||
| 4 | CT Financial Advisors LLC | 3,075 | 135,616 | 10.60% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 565 | 24,925 | 1.95% |
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.
