| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 244,709 | 6,742,000 | 58.75% | ||
| 2 | Janney Montgomery Scott LLC | 76,544 | 2,108,788 | 18.38% | ||
| 3 | Hirtle Callaghan & Co LLC | 36,183 | 997,000 | 8.69% | ||
| 4 | GOFEN & GLOSSBERG LLC /IL/ | 21,228 | 585,000 | 5.10% | ||
| 5 | CARRET ASSET MANAGEMENT, LLC | 17,246 | 475,000 | 4.14% | ||
| 6 | NEVILLE RODIE & SHAW INC | 11,082 | 305,000 | 2.66% | ||
| 7 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 9,003 | 248,000 | 2.16% | ||
| 8 | MOTCO | 559 | 15,000 | 0.13% |
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.
