| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 183,189 | 5,239,000 | 31.71% | ||
| 2 | Capital Investment Services of America, Inc. | 179,300 | 5,128,000 | 31.04% | ||
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 109,532 | 3,133,000 | 18.96% | ||
| 4 | GAMBLE JONES INVESTMENT COUNSEL | 81,827 | 2,340,000 | 14.16% | ||
| 5 | Veritable, L.P. | 22,736 | 650,000 | 3.93% | ||
| 6 | Evercore Wealth Management, LLC | 1,030 | 29,000 | 0.18% | ||
| 7 | Plante Moran Financial Advisors, LLC | 98 | 3,000 | 0.02% |
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.
