| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 31,623 | 1,220,000 | 56.72% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 22,588 | 872,000 | 40.54% | ||
| 3 | CARDEROCK CAPITAL MANAGEMENT INC | 1,541 | 59,000 | 2.74% |
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.
