| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BREAKEFIELD BROENNIMAN LLC | 27,685 | 692,000 | 70.54% | ||
| 2 | WEATHERLY ASSET MANAGEMENT L. P. | 10,000 | 249,000 | 25.38% | ||
| 3 | Alerus Investment Advisors Corp | 1,600 | 40,000 | 4.08% |
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.
