| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RIVERBRIDGE PARTNERS LLC | 20,650 | 924,000 | 25.16% | ||
| 2 | STEWART & PATTEN CO LLC | 15,652 | 700,000 | 19.06% | ||
| 3 | Janney Montgomery Scott LLC | 13,499 | 585,848 | 15.95% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 6,921 | 310,000 | 8.44% | ||
| 5 | Arvest Bank Trust Division | 6,062 | 271,000 | 7.38% | ||
| 6 | ROTHSCHILD INVESTMENT LLC /IL | 5,170 | 231,000 | 6.29% | ||
| 7 | MERITAGE PORTFOLIO MANAGEMENT | 4,873 | 218,000 | 5.94% | ||
| 8 | AMARILLO NATIONAL BANK | 4,779 | 214,000 | 5.83% | ||
| 9 | REILLY FINANCIAL ADVISORS, LLC | 3,878 | 173,000 | 4.71% | ||
| 10 | CT Financial Advisors LLC | 1,026 | 45,903 | 1.25% |
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.
