| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PITTENGER & ANDERSON INC | 62,126 | 5,763,000 | 80.47% | ||
| 2 | KARPAS STRATEGIES, LLC | 15,000 | 1,391,000 | 19.42% | ||
| 3 | PRENTISS SMITH & CO INC | 85 | 8,000 | 0.11% |
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.