| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Regis Management CO LLC | 136,434 | 15,025,000 | 49.72% | ||
| 2 | AVALON CAPITAL MANAGEMENT | 46,088 | 5,076,000 | 16.80% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 33,986 | 3,743,000 | 12.39% | ||
| 4 | WEIK CAPITAL MANAGEMENT | 28,307 | 3,117,000 | 10.32% | ||
| 5 | BOYS ARNOLD & CO INC | 14,249 | 1,569,000 | 5.19% | ||
| 6 | LEAVELL INVESTMENT MANAGEMENT, INC. | 8,950 | 986,000 | 3.26% | ||
| 7 | SMITH HAYES Advisers, Inc | 2,900 | 319,000 | 1.06% | ||
| 8 | SONATA CAPITAL GROUP INC | 2,600 | 286,000 | 0.95% | ||
| 9 | Crosspoint Capital Strategies, LLC | 879 | 97,000 | 0.32% |
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.
