| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BTR CAPITAL MANAGEMENT INC | 9,630 | 495,000 | 31.51% | ||
| 2 | ASSET ADVISORS CORP | 7,971 | 410,000 | 26.10% | ||
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,469 | 384,000 | 24.45% | ||
| 4 | Buffington Mohr McNeal | 4,806 | 247,000 | 15.72% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 677 | 34,777 | 2.21% |
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.
