| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 1,118 | 49,266 | 1.68% | ||
| 2 | Fisher Asset Management, LLC | 4,997 | 220,000 | 7.50% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 6,231 | 275,000 | 9.38% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 6,570 | 290,000 | 9.89% | ||
| 5 | MERITAGE PORTFOLIO MANAGEMENT | 8,646 | 381,000 | 12.99% | ||
| 6 | Arvest Bank Trust Division | 9,357 | 412,000 | 14.05% | ||
| 7 | STEWART & PATTEN CO LLC | 14,000 | 617,000 | 21.03% | ||
| 8 | RIVERBRIDGE PARTNERS LLC | 15,622 | 689,000 | 23.49% |
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.
