| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BTR CAPITAL MANAGEMENT INC | 15,847 | 829,000 | 43.38% | ||
| 2 | ASSET ADVISORS CORP | 8,027 | 420,000 | 21.98% | ||
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,370 | 386,000 | 20.20% | ||
| 4 | Buffington Mohr McNeal | 5,273 | 276,000 | 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.
