| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DAVIDSON & GARRARD INC | 79,194 | 1,773,000 | 64.99% | ||
| 2 | RAY GERALD L & ASSOCIATES LTD | 28,000 | 627,000 | 22.98% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 10,308 | 231,000 | 8.47% | ||
| 4 | Highlander Capital Management, LLC | 3,250 | 73,000 | 2.68% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 1,083 | 24,000 | 0.88% |
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.
