| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GAMBLE JONES INVESTMENT COUNSEL | 73,615 | 1,922,000 | 48.43% | ||
| 2 | AMERIPRISE FINANCIAL INC | 31,849 | 832,000 | 20.96% | ||
| 3 | SONORA INVESTMENT MANAGEMENT, LLC | 16,330 | 426,376 | 10.74% | ||
| 4 | ROOSEVELT INVESTMENT GROUP LLC | 14,475 | 378,000 | 9.52% | ||
| 5 | FALCON POINT CAPITAL, LLC | 10,000 | 261,000 | 6.58% | ||
| 6 | MassMutual Private Wealth & Trust, FSB | 4,525 | 118,148 | 2.98% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 1,000 | 26,000 | 0.66% | ||
| 8 | ASSET ADVISORS CORP | 200 | 5,000 | 0.13% |
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.
