| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 552 | 22,000 | 0.87% | ||
| 2 | MOTCO | 905 | 36,000 | 1.43% | ||
| 3 | Grassi Investment Management | 7,488 | 294,000 | 11.66% | ||
| 4 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 23,617 | 927,000 | 36.77% | ||
| 5 | CATAWBA CAPITAL MANAGEMENT /VA | 31,639 | 1,242,000 | 49.27% |
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.
