| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | West Oak Capital, LLC | 400 | 31,844 | 0.55% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 603 | 49,000 | 0.85% | ||
| 3 | Vantage Investment Advisors, LLC | 3,536 | 282,000 | 4.90% | ||
| 4 | BALASA DINVERNO & FOLTZ LLC | 5,127 | 408,000 | 7.10% | ||
| 5 | JACOBS & CO/CA | 6,191 | 492,000 | 8.56% | ||
| 6 | NORTH STAR ASSET MANAGEMENT INC | 10,018 | 798,000 | 13.88% | ||
| 7 | Cohen Capital Management, Inc. | 21,354 | 1,700,000 | 29.57% | ||
| 8 | Argyle Capital Management, LLC | 24,982 | 1,989,000 | 34.59% |
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.
