| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GAMBLE JONES INVESTMENT COUNSEL | 96,175 | 2,608,000 | 44.02% | ||
| 2 | AMERIPRISE FINANCIAL INC | 36,572 | 992,000 | 16.74% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 22,975 | 623,000 | 10.52% | ||
| 4 | Geneva Advisors, LLC | 19,555 | 530,000 | 8.95% | ||
| 5 | MID CONTINENT CAPITAL LLC/IL | 15,900 | 431,000 | 7.27% | ||
| 6 | FALCON POINT CAPITAL, LLC | 10,000 | 271,000 | 4.57% | ||
| 7 | PRIVATE TRUST CO NA | 8,000 | 216,000 | 3.65% | ||
| 8 | MassMutual Private Wealth & Trust, FSB | 5,375 | 145,770 | 2.46% | ||
| 9 | Nelson Capital Management, LLC | 4,000 | 108,000 | 1.82% |
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.
