| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 32,438 | 1,294,000 | 46.16% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 22,417 | 894,000 | 31.89% | ||
| 3 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 8,351 | 333,000 | 11.88% | ||
| 4 | Grassi Investment Management | 7,080 | 282,000 | 10.06% |
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.
