| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 18,670 | 816,000 | 58.87% | ||
| 2 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 6,689 | 292,000 | 21.07% | ||
| 3 | Carnegie Investment Counsel | 6,350 | 278,000 | 20.06% |
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.
