| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOFEN & GLOSSBERG LLC /IL/ | 25,824 | 299,000 | 39.56% | ||
| 2 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 20,494 | 237,000 | 31.36% | ||
| 3 | FRONTIER INVESTMENT MGMT CO | 12,544 | 120,000 | 15.88% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 6,111 | 70,770 | 9.36% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 2,292 | 27,000 | 3.57% | ||
| 6 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 130 | 2,000 | 0.26% |
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.
