| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GAMBLE JONES INVESTMENT COUNSEL | 96,175 | 2,627,000 | 44.75% | ||
| 2 | AMERIPRISE FINANCIAL INC | 37,856 | 1,034,000 | 17.62% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 22,900 | 625,000 | 10.65% | ||
| 4 | MID CONTINENT CAPITAL LLC/IL | 20,350 | 556,000 | 9.47% | ||
| 5 | FALCON POINT CAPITAL, LLC | 10,000 | 273,000 | 4.65% | ||
| 6 | SUMMITRY LLC | 9,542 | 261,000 | 4.45% | ||
| 7 | PRIVATE TRUST CO NA | 8,000 | 218,000 | 3.71% | ||
| 8 | MassMutual Private Wealth & Trust, FSB | 5,125 | 139,964 | 2.38% | ||
| 9 | Nelson Capital Management, LLC | 4,000 | 109,000 | 1.86% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 1,000 | 27,000 | 0.46% |
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.
