| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BTR CAPITAL MANAGEMENT INC | 12,673 | 675,000 | 33.92% | ||
| 2 | ASSET ADVISORS CORP | 7,971 | 425,000 | 21.36% | ||
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,636 | 407,000 | 20.45% | ||
| 4 | Buffington Mohr McNeal | 5,276 | 281,000 | 14.12% | ||
| 5 | CARRET ASSET MANAGEMENT, LLC | 3,795 | 202,000 | 10.15% |
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.
