| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Avalon Investment & Advisory | 177,534 | 9,725,000 | 62.79% | ||
| 2 | SVB WEALTH LLC | 55,145 | 3,021,000 | 19.51% | ||
| 3 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 22,285 | 1,221,000 | 7.88% | ||
| 4 | KEELEY ASSET MANAGEMENT CORP | 12,120 | 664,000 | 4.29% | ||
| 5 | Willingdon Wealth Management | 8,004 | 439,000 | 2.83% | ||
| 6 | CROFT-LEOMINSTER INC | 5,827 | 319,000 | 2.06% | ||
| 7 | MONETARY MANAGEMENT GROUP INC | 1,800 | 99,000 | 0.64% |
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.
