| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRUST CO OF VERMONT | 950 | 23,000 | 0.43% | ||
| 2 | Highlander Capital Management, LLC | 3,250 | 80,000 | 1.50% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 10,308 | 253,000 | 4.73% | ||
| 4 | New England Research & Management, Inc. | 42,750 | 1,050,000 | 19.65% | ||
| 5 | DAVIDSON & GARRARD INC | 75,154 | 1,847,000 | 34.56% | ||
| 6 | KELMAN-LAZAROV, INC. | 85,300 | 2,091,556 | 39.13% |
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.