| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RIVERBRIDGE PARTNERS LLC | 15,953 | 660,000 | 24.77% | ||
| 2 | STEWART & PATTEN CO LLC | 15,000 | 621,000 | 23.30% | ||
| 3 | Arvest Bank Trust Division | 9,357 | 387,000 | 14.52% | ||
| 4 | MERITAGE PORTFOLIO MANAGEMENT | 8,493 | 352,000 | 13.21% | ||
| 5 | CATAWBA CAPITAL MANAGEMENT /VA | 6,570 | 272,000 | 10.21% | ||
| 6 | ROTHSCHILD INVESTMENT LLC /IL | 6,231 | 258,000 | 9.68% | ||
| 7 | WEALTHPLAN PARTNERS, LLC | 1,657 | 68,597 | 2.57% | ||
| 8 | CT Financial Advisors LLC | 1,118 | 46,271 | 1.74% |
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.
