| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 957 | 38,000 | 1.11% | ||
| 2 | Grassi Investment Management | 8,336 | 335,000 | 9.82% | ||
| 3 | VESTOR CAPITAL, LLC | 16,711 | 671,000 | 19.68% | ||
| 4 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 28,037 | 1,126,000 | 33.02% | ||
| 5 | CATAWBA CAPITAL MANAGEMENT /VA | 30,888 | 1,240,000 | 36.36% |
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.
