| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 540,881 | 14,588,000 | 77.74% | ||
| 2 | Janney Montgomery Scott LLC | 101,104 | 2,727,000 | 14.53% | ||
| 3 | GOFEN & GLOSSBERG LLC /IL/ | 21,611 | 583,000 | 3.11% | ||
| 4 | CARRET ASSET MANAGEMENT, LLC | 16,874 | 455,000 | 2.42% | ||
| 5 | NEVILLE RODIE & SHAW INC | 11,082 | 299,000 | 1.59% | ||
| 6 | MONETARY MANAGEMENT GROUP INC | 3,602 | 97,000 | 0.52% | ||
| 7 | 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.
