| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 31,195 | 1,148,000 | 49.31% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 27,114 | 998,000 | 42.87% | ||
| 3 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 3,004 | 111,000 | 4.77% | ||
| 4 | MOTCO | 939 | 35,000 | 1.50% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 584 | 21,000 | 0.90% | ||
| 6 | WEALTHPLAN PARTNERS, LLC | 406 | 14,936 | 0.64% |
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.
