| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BTR CAPITAL MANAGEMENT INC | 14,468 | 719,000 | 41.68% | ||
| 2 | ASSET ADVISORS CORP | 7,971 | 396,000 | 22.96% | ||
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,469 | 371,000 | 21.51% | ||
| 4 | Buffington Mohr McNeal | 4,806 | 239,000 | 13.86% |
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.
