| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 99,997 | 3,355,000 | 54.29% | ||
| 2 | NORTH STAR ASSET MANAGEMENT INC | 51,705 | 1,735,000 | 28.07% | ||
| 3 | D L CARLSON INVESTMENT GROUP INC | 18,375 | 616,000 | 9.97% | ||
| 4 | LOEB PARTNERS CORP | 11,000 | 369,000 | 5.97% | ||
| 5 | JAMES INVESTMENT RESEARCH, INC. | 3,040 | 102,000 | 1.65% | ||
| 6 | Plante Moran Financial Advisors, LLC | 79 | 3,000 | 0.05% |
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.
