| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RIVERBRIDGE PARTNERS LLC | 20,650 | 862,000 | 43.32% | ||
| 2 | STEWART & PATTEN CO LLC | 15,652 | 653,000 | 32.82% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 6,570 | 274,000 | 13.77% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 3,046 | 127,000 | 6.38% | ||
| 5 | CT Financial Advisors LLC | 1,649 | 68,804 | 3.46% | ||
| 6 | INTERACTIVE FINANCIAL ADVISORS, INC. | 113 | 5,000 | 0.25% |
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.
