| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Avalon Investment & Advisory | 178,247 | 9,192,000 | 75.58% | ||
| 2 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 21,235 | 1,095,000 | 9.00% | ||
| 3 | Willingdon Wealth Management | 16,956 | 874,000 | 7.19% | ||
| 4 | KEELEY ASSET MANAGEMENT CORP | 12,670 | 653,000 | 5.37% | ||
| 5 | CROFT-LEOMINSTER INC | 4,952 | 255,000 | 2.10% | ||
| 6 | MONETARY MANAGEMENT GROUP INC | 1,800 | 93,000 | 0.76% |
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.
