| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RIVERBRIDGE PARTNERS LLC | 22,352 | 923,000 | 38.09% | ||
| 2 | STEWART & PATTEN CO LLC | 15,652 | 646,000 | 26.66% | ||
| 3 | BANCORPSOUTH INC | 7,912 | 327,000 | 13.49% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 6,570 | 271,000 | 11.18% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 3,317 | 137,000 | 5.65% | ||
| 6 | CT Financial Advisors LLC | 1,118 | 46,148 | 1.90% | ||
| 7 | WEALTHPLAN PARTNERS, LLC | 949 | 39,189 | 1.62% | ||
| 8 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 800 | 34,000 | 1.40% |
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.
