| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOFEN & GLOSSBERG LLC /IL/ | 95,268 | 1,026,000 | 52.20% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 60,176 | 648,000 | 32.97% | ||
| 3 | BOSTON FINANCIAL MANGEMENT LLC | 15,123 | 163,000 | 8.29% | ||
| 4 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 7,061 | 76,000 | 3.87% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 4,874 | 52,493 | 2.67% |
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.
