| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 525,793 | 13,166,000 | 72.51% | ||
| 2 | TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC | 138,928 | 3,479,000 | 19.16% | ||
| 3 | GOFEN & GLOSSBERG LLC /IL/ | 24,300 | 608,000 | 3.35% | ||
| 4 | BAHL & GAYNOR INC | 12,750 | 319,000 | 1.76% | ||
| 5 | CARRET ASSET MANAGEMENT, LLC | 10,892 | 273,000 | 1.50% | ||
| 6 | NEVILLE RODIE & SHAW INC | 10,000 | 250,000 | 1.38% | ||
| 7 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 1,938 | 49,000 | 0.27% | ||
| 8 | MOTCO | 559 | 14,000 | 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.
