| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 506,955 | 13,201,000 | 72.63% | ||
| 2 | Janney Montgomery Scott LLC | 94,461 | 2,459,771 | 13.53% | ||
| 3 | Hirtle Callaghan & Co LLC | 36,183 | 942,000 | 5.18% | ||
| 4 | GOFEN & GLOSSBERG LLC /IL/ | 21,611 | 563,000 | 3.10% | ||
| 5 | CARRET ASSET MANAGEMENT, LLC | 17,874 | 465,000 | 2.56% | ||
| 6 | NEVILLE RODIE & SHAW INC | 11,082 | 288,000 | 1.58% | ||
| 7 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 9,342 | 243,000 | 1.34% | ||
| 8 | MOTCO | 559 | 15,000 | 0.08% |
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.
