| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 18,670 | 777,000 | 49.62% | ||
| 2 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 6,939 | 289,000 | 18.45% | ||
| 3 | Carnegie Investment Counsel | 6,800 | 283,000 | 18.07% | ||
| 4 | MURPHY CAPITAL MANAGEMENT INC | 5,220 | 217,000 | 13.86% |
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.