| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RIVERBRIDGE PARTNERS LLC | 18,752 | 858,000 | 31.97% | ||
| 2 | STEWART & PATTEN CO LLC | 15,652 | 716,000 | 26.68% | ||
| 3 | B. Riley Wealth Advisors, Inc. | 6,390 | 292,000 | 10.88% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 5,640 | 258,000 | 9.61% | ||
| 5 | MERITAGE PORTFOLIO MANAGEMENT | 4,873 | 223,000 | 8.31% | ||
| 6 | ALBION FINANCIAL GROUP /UT | 4,405 | 202,000 | 7.53% | ||
| 7 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 2,945 | 135,000 | 5.03% |
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.
