| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Sippican Capital Advisors | 99,699 | 1,034,000 | 56.50% | ||
| 2 | CHECK CAPITAL MANAGEMENT INC/CA | 25,935 | 269,000 | 14.70% | ||
| 3 | Colonial Trust Advisors | 24,765 | 257,000 | 14.04% | ||
| 4 | World Asset Management Inc | 15,748 | 163,000 | 8.91% | ||
| 5 | Veritable, L.P. | 10,000 | 104,000 | 5.68% | Call | |
| 6 | Plante Moran Financial Advisors, LLC | 324 | 3,000 | 0.16% |
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.
