| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRACE & WHITE INC /NY | 1,353,077 | 2,212,000 | 50.41% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 834,465 | 1,364,000 | 31.09% | ||
| 3 | US BANCORP \DE\ | 375,001 | 613,000 | 13.97% | ||
| 4 | WEDBUSH SECURITIES INC | 100,516 | 164,000 | 3.74% | ||
| 5 | GOLDMAN SACHS GROUP INC | 17,747 | 29,000 | 0.66% | ||
| 6 | BlackRock Fund Advisors | 1,649 | 3,000 | 0.07% | ||
| 7 | West Oak Capital, LLC | 1,000 | 1,635 | 0.04% | ||
| 8 | MORGAN STANLEY | 431 | 1,000 | 0.02% |
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.