| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 31,195 | 1,153,000 | 44.85% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 27,114 | 1,002,000 | 38.97% | ||
| 3 | Grassi Investment Management | 9,364 | 346,000 | 13.46% | ||
| 4 | MOTCO | 1,339 | 49,000 | 1.91% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 559 | 21,000 | 0.82% |
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.
