| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SENTINEL TRUST CO LBA | 287,905 | 4,795,000 | 42.18% | ||
| 2 | BOURGEON CAPITAL MANAGEMENT LLC | 174,900 | 2,913,000 | 25.62% | ||
| 3 | HIGH POINTE CAPITAL MANAGEMENT LLC | 113,650 | 1,893,000 | 16.65% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 72,900 | 1,214,000 | 10.68% | ||
| 5 | WEIK CAPITAL MANAGEMENT | 33,200 | 553,000 | 4.86% |
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.
