| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | M&R CAPITAL MANAGEMENT INC | 10,664 | 853,000 | 45.66% | ||
| 2 | AR ASSET MANAGEMENT INC | 7,040 | 563,000 | 30.14% | ||
| 3 | WESTPORT RESOURCES MANAGEMENT INC | 2,729 | 218,000 | 11.67% | ||
| 4 | STEWART & PATTEN CO LLC | 2,513 | 201,000 | 10.76% | ||
| 5 | Nelson Capital Management, LLC | 414 | 33,000 | 1.77% |
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.
