| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 31,195 | 1,190,000 | 42.68% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 27,114 | 1,034,000 | 37.08% | ||
| 3 | Grassi Investment Management | 8,028 | 306,000 | 10.97% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 5,832 | 222,436 | 7.98% | ||
| 5 | MOTCO | 939 | 36,000 | 1.29% |
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.
