| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 31,282 | 1,214,000 | 46.30% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 27,296 | 1,059,000 | 40.39% | ||
| 3 | Grassi Investment Management | 7,534 | 292,000 | 11.14% | ||
| 4 | MOTCO | 905 | 35,000 | 1.33% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 555 | 22,000 | 0.84% |
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.
