| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOFEN & GLOSSBERG LLC /IL/ | 27,719 | 564,000 | 45.89% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 14,764 | 300,000 | 24.41% | ||
| 3 | CG Asset Management LLC | 10,000 | 203,000 | 16.52% | ||
| 4 | MOTCO | 6,639 | 135,000 | 10.98% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 1,332 | 27,071 | 2.20% |
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.
