| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BTR CAPITAL MANAGEMENT INC | 14,384 | 755,000 | 29.48% | ||
| 2 | BALASA DINVERNO & FOLTZ LLC | 13,337 | 700,000 | 27.33% | ||
| 3 | ASSET ADVISORS CORP | 8,027 | 421,000 | 16.44% | ||
| 4 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,766 | 408,000 | 15.93% | ||
| 5 | Buffington Mohr McNeal | 5,277 | 277,000 | 10.82% |
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.
