| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DUBUQUE BANK & TRUST CO | 2,071,587 | 22,207,000 | 85.64% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 121,686 | 1,304,000 | 5.03% | ||
| 3 | GOFEN & GLOSSBERG LLC /IL/ | 64,269 | 689,000 | 2.66% | ||
| 4 | Janney Montgomery Scott LLC | 63,497 | 681,000 | 2.63% | ||
| 5 | FDx Advisors, Inc. | 61,700 | 662,000 | 2.55% | ||
| 6 | CT Financial Advisors LLC | 24,748 | 265,300 | 1.02% | ||
| 7 | Foothills Asset Management, Ltd. | 11,338 | 122,000 | 0.47% |
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.
