| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GAMBLE JONES INVESTMENT COUNSEL | 98,475 | 2,699,000 | 38.56% | ||
| 2 | AMERIPRISE FINANCIAL INC | 35,282 | 967,000 | 13.81% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 32,600 | 894,000 | 12.77% | ||
| 4 | MID CONTINENT CAPITAL LLC/IL | 31,350 | 859,000 | 12.27% | ||
| 5 | Geneva Advisors, LLC | 19,555 | 536,000 | 7.66% | ||
| 6 | Janney Montgomery Scott LLC | 17,460 | 478,579 | 6.84% | ||
| 7 | FALCON POINT CAPITAL, LLC | 10,000 | 274,000 | 3.91% | ||
| 8 | MassMutual Private Wealth & Trust, FSB | 6,650 | 182,277 | 2.60% | ||
| 9 | Nelson Capital Management, LLC | 4,000 | 110,000 | 1.57% |
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.
