| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOFEN & GLOSSBERG LLC /IL/ | 63,395 | 678,000 | 44.17% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 60,176 | 643,000 | 41.89% | ||
| 3 | TOWER BRIDGE ADVISORS | 12,521 | 133,846 | 8.72% | ||
| 4 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 7,061 | 75,000 | 4.89% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 479 | 5,000 | 0.33% |
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.
