| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RIVERBRIDGE PARTNERS LLC | 20,650 | 911,000 | 21.56% | ||
| 2 | FDx Advisors, Inc. | 20,000 | 882,000 | 20.87% | ||
| 3 | STEWART & PATTEN CO LLC | 15,652 | 691,000 | 16.35% | ||
| 4 | Private Capital Advisors, Inc. | 13,027 | 575,000 | 13.61% | ||
| 5 | CATAWBA CAPITAL MANAGEMENT /VA | 6,921 | 305,000 | 7.22% | ||
| 6 | MERITAGE PORTFOLIO MANAGEMENT | 4,873 | 215,000 | 5.09% | ||
| 7 | AMARILLO NATIONAL BANK | 4,779 | 211,000 | 4.99% | ||
| 8 | Arvest Bank Trust Division | 4,790 | 211,000 | 4.99% | ||
| 9 | REILLY FINANCIAL ADVISORS, LLC | 3,174 | 140,000 | 3.31% | ||
| 10 | CT Financial Advisors LLC | 1,207 | 53,245 | 1.26% | ||
| 11 | INTERACTIVE FINANCIAL ADVISORS, INC. | 715 | 32,000 | 0.76% |
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.
