| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 3,356 | 68,639 | 6.46% | ||
| 2 | MOTCO | 6,426 | 131,000 | 12.33% | ||
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 14,764 | 302,000 | 28.42% | ||
| 4 | GOFEN & GLOSSBERG LLC /IL/ | 27,421 | 561,000 | 52.79% |
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.
