| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 12,038 | 574,000 | 46.72% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 6,039 | 288,000 | 23.44% | ||
| 3 | W.G. Shaheen & Associates DBA Whitney & Co | 4,613 | 220,000 | 17.91% | ||
| 4 | CT Financial Advisors LLC | 3,075 | 146,656 | 11.94% |
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.
