| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Nelson Capital Management, LLC | 414 | 37,000 | 1.11% | ||
| 2 | STEWART & PATTEN CO LLC | 2,513 | 226,000 | 6.78% | ||
| 3 | WESTPORT RESOURCES MANAGEMENT INC | 2,729 | 246,000 | 7.38% | ||
| 4 | AR ASSET MANAGEMENT INC | 7,040 | 634,000 | 19.03% | ||
| 5 | M&R CAPITAL MANAGEMENT INC | 12,104 | 1,090,000 | 32.71% | ||
| 6 | Wellington Shields Capital Management, LLC | 12,200 | 1,099,000 | 32.98% |
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.
