| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OARSMAN CAPITAL, INC. | 36,533 | 2,064,000 | 67.34% | ||
| 2 | 1834 INVESTMENT ADVISORS CO | 4,675 | 264,000 | 8.61% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 4,538 | 256,000 | 8.35% | ||
| 4 | ISTHMUS PARTNERS, LLC | 4,626 | 256,000 | 8.35% | ||
| 5 | Geneva Advisors, LLC | 3,973 | 225,000 | 7.34% |
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.
