| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GAMBLE JONES INVESTMENT COUNSEL | 77,655 | 2,045,000 | 37.05% | ||
| 2 | AMERIPRISE FINANCIAL INC | 38,097 | 1,003,000 | 18.17% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 22,325 | 588,000 | 10.65% | ||
| 4 | MID CONTINENT CAPITAL LLC/IL | 18,350 | 483,000 | 8.75% | ||
| 5 | SONORA INVESTMENT MANAGEMENT, LLC | 17,000 | 452,000 | 8.19% | ||
| 6 | SUMMITRY LLC | 15,092 | 397,000 | 7.19% | ||
| 7 | FALCON POINT CAPITAL, LLC | 10,000 | 263,000 | 4.76% | ||
| 8 | MassMutual Private Wealth & Trust, FSB | 5,750 | 155,193 | 2.81% | ||
| 9 | Nelson Capital Management, LLC | 4,000 | 105,000 | 1.90% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 1,000 | 26,000 | 0.47% | ||
| 11 | MYCIO WEALTH PARTNERS, LLC | 132 | 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.
