| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cohen Capital Management, Inc. | 72,838 | 8,789,000 | 41.27% | ||
| 2 | GREYSTONE INVESTMENT MANAGEMENT LLC | 59,190 | 7,142,000 | 33.53% | ||
| 3 | Taylor, Cottrill LLC | 38,050 | 4,591,000 | 21.56% | ||
| 4 | WBH ADVISORY INC | 2,650 | 319,000 | 1.50% | ||
| 5 | MITCHELL MCLEOD PUGH & WILLIAMS INC | 1,900 | 229,000 | 1.08% | ||
| 6 | Baker Ellis Asset Management LLC | 1,350 | 163,000 | 0.77% | ||
| 7 | Vigilant Capital Management, LLC | 275 | 33,000 | 0.15% | ||
| 8 | WESTPORT RESOURCES MANAGEMENT INC | 244 | 29,000 | 0.14% | ||
| 9 | West Oak Capital, LLC | 20 | 2,413 | 0.01% |
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.
