| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RIVERBRIDGE PARTNERS LLC | 17,402 | 700,000 | 34.76% | ||
| 2 | STEWART & PATTEN CO LLC | 15,000 | 604,000 | 29.99% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 6,570 | 264,000 | 13.11% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 6,231 | 251,000 | 12.46% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 3,317 | 133,000 | 6.60% | ||
| 6 | CT Financial Advisors LLC | 1,118 | 44,975 | 2.23% | ||
| 7 | MONROE BANK & TRUST/MI | 426 | 17,000 | 0.84% |
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.
