| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Avalon Investment & Advisory | 177,983 | 10,684,000 | 62.23% | ||
| 2 | SVB WEALTH LLC | 62,248 | 3,737,000 | 21.77% | ||
| 3 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 20,910 | 1,255,000 | 7.31% | ||
| 4 | KEELEY ASSET MANAGEMENT CORP | 12,170 | 731,000 | 4.26% | ||
| 5 | CROFT-LEOMINSTER INC | 5,827 | 350,000 | 2.04% | ||
| 6 | World Asset Management Inc | 3,568 | 214,000 | 1.25% | ||
| 7 | MONETARY MANAGEMENT GROUP INC | 3,300 | 198,000 | 1.15% |
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.
