| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BTR CAPITAL MANAGEMENT INC | 15,847 | 825,000 | 43.33% | ||
| 2 | ASSET ADVISORS CORP | 8,027 | 418,000 | 21.95% | ||
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,423 | 386,000 | 20.27% | ||
| 4 | Buffington Mohr McNeal | 5,273 | 275,000 | 14.44% |
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.
