| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 17,970 | 902,000 | 62.15% | ||
| 2 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 6,239 | 313,000 | 21.57% | ||
| 3 | MURPHY CAPITAL MANAGEMENT INC | 4,090 | 205,000 | 14.12% | ||
| 4 | First City Capital Management, Inc. | 625 | 31,375 | 2.16% |
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.
