| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 418 | 16,000 | 0.25% | ||
| 2 | Grassi Investment Management | 7,444 | 291,000 | 4.53% | ||
| 3 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 8,351 | 327,000 | 5.09% | ||
| 4 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 24,366 | 954,000 | 14.85% | ||
| 5 | CATAWBA CAPITAL MANAGEMENT /VA | 32,422 | 1,269,000 | 19.75% | ||
| 6 | B. Riley Wealth Advisors, Inc. | 9,111 | 3,567,000 | 55.53% |
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.
