| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DAVIDSON & GARRARD INC | 66,079 | 1,404,000 | 62.79% | ||
| 2 | RAY GERALD L & ASSOCIATES LTD | 25,000 | 531,000 | 23.75% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 10,943 | 232,000 | 10.38% | ||
| 4 | Highlander Capital Management, LLC | 3,250 | 69,000 | 3.09% |
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.