| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BTR CAPITAL MANAGEMENT INC | 8,657 | 462,000 | 31.07% | ||
| 2 | ASSET ADVISORS CORP | 7,971 | 427,000 | 28.72% | ||
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,086 | 380,000 | 25.55% | ||
| 4 | Buffington Mohr McNeal | 4,056 | 218,000 | 14.66% |
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.
