| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 99,997 | 3,191,000 | 53.07% | ||
| 2 | NORTH STAR ASSET MANAGEMENT INC | 59,180 | 1,888,000 | 31.40% | ||
| 3 | D L CARLSON INVESTMENT GROUP INC | 15,225 | 486,000 | 8.08% | ||
| 4 | LOEB PARTNERS CORP | 11,000 | 351,000 | 5.84% | ||
| 5 | JAMES INVESTMENT RESEARCH, INC. | 3,040 | 97,000 | 1.61% |
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.
