| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GAMBLE JONES INVESTMENT COUNSEL | 88,255 | 2,350,000 | 39.87% | ||
| 2 | AMERIPRISE FINANCIAL INC | 56,235 | 1,497,000 | 25.40% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 22,575 | 601,000 | 10.20% | ||
| 4 | MID CONTINENT CAPITAL LLC/IL | 19,350 | 515,000 | 8.74% | ||
| 5 | SUMMITRY LLC | 13,122 | 349,000 | 5.92% | ||
| 6 | FALCON POINT CAPITAL, LLC | 10,000 | 266,000 | 4.51% | ||
| 7 | MassMutual Private Wealth & Trust, FSB | 6,650 | 182,277 | 3.09% | ||
| 8 | Nelson Capital Management, LLC | 4,000 | 107,000 | 1.82% | ||
| 9 | 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.
