| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | 6,838 | 2,918,000 | 54.12% | ||
| 2 | RIVERBRIDGE PARTNERS LLC | 20,650 | 881,000 | 16.34% | ||
| 3 | STEWART & PATTEN CO LLC | 15,652 | 668,000 | 12.39% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 6,921 | 295,000 | 5.47% | ||
| 5 | Janney Montgomery Scott LLC | 6,244 | 266,512 | 4.94% | ||
| 6 | MERITAGE PORTFOLIO MANAGEMENT | 4,873 | 208,000 | 3.86% | ||
| 7 | Ledyard National Bank | 1,560 | 67,000 | 1.24% | ||
| 8 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 1,473 | 63,000 | 1.17% | ||
| 9 | MOTCO | 581 | 25,000 | 0.46% |
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.
