| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 28,037 | 1,148,000 | 60.42% | ||
| 2 | Grassi Investment Management | 8,392 | 344,000 | 18.11% | ||
| 3 | MOTCO | 5,049 | 207,000 | 10.89% | ||
| 4 | NORTH STAR ASSET MANAGEMENT INC | 4,910 | 201,000 | 10.58% |
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.
