| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 109,950 | 3,743,000 | 45.56% | ||
| 2 | Veritable, L.P. | 94,997 | 3,234,000 | 39.36% | ||
| 3 | D L CARLSON INVESTMENT GROUP INC | 15,250 | 519,000 | 6.32% | ||
| 4 | LOEB PARTNERS CORP | 15,000 | 511,000 | 6.22% | ||
| 5 | JAMES INVESTMENT RESEARCH, INC. | 6,140 | 209,000 | 2.54% |
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.
