| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CROFT-LEOMINSTER INC | 47,100 | 411,000 | 44.10% | ||
| 2 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 21,000 | 183,000 | 19.64% | ||
| 3 | VALLEY FORGE ASSET MANAGEMENT, LLC | 15,000 | 131,000 | 14.06% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 13,737 | 120,000 | 12.88% | ||
| 5 | Fiera Capital Corp | 10,000 | 87,000 | 9.33% |
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.
