| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 31,768 | 1,241,000 | 46.01% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 28,037 | 1,095,000 | 40.60% | ||
| 3 | Grassi Investment Management | 8,287 | 324,000 | 12.01% | ||
| 4 | MOTCO | 957 | 37,000 | 1.37% |
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.
