| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTHSTAR ASSET MANAGEMENT Co | 5,682 | 290,000 | 51.24% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 5,209 | 266,000 | 47.00% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 155 | 7,931 | 1.40% | ||
| 4 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 41 | 2,000 | 0.35% |
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.
