| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SENTINEL TRUST CO LBA | 19,215 | 668,000 | 43.38% | ||
| 2 | BOURGEON CAPITAL MANAGEMENT LLC | 15,000 | 521,000 | 33.83% | ||
| 3 | Avalon Investment & Advisory | 10,000 | 348,000 | 22.60% | ||
| 4 | Jolley Asset Management, LLC | 100 | 3,000 | 0.19% |
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.