| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Foothills Asset Management, Ltd. | 53,688 | 4,306,000 | 55.85% | ||
| 2 | Vigilant Capital Management, LLC | 11,535 | 925,000 | 12.00% | ||
| 3 | WEIK CAPITAL MANAGEMENT | 8,555 | 686,000 | 8.90% | ||
| 4 | BERNZOTT CAPITAL ADVISORS | 6,765 | 543,000 | 7.04% | ||
| 5 | VAUGHAN DAVID INVESTMENTS LLC/IL | 4,024 | 323,000 | 4.19% | ||
| 6 | LEAVELL INVESTMENT MANAGEMENT, INC. | 3,980 | 319,000 | 4.14% | ||
| 7 | Veritable, L.P. | 3,845 | 308,000 | 3.99% | ||
| 8 | FIRST FOUNDATION ADVISORS | 3,741 | 300,000 | 3.89% |
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.
