| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | America First Investment Advisors, LLC | 4,036 | 187,000 | 81.66% | ||
| 2 | VALLEY WEALTH MANAGERS, INC. | 825 | 38,000 | 16.59% | ||
| 3 | Gemmer Asset Management LLC | 76 | 4,000 | 1.75% | ||
| 4 | Nelson Capital Management, LLC | 1 | 0 | 0.00% | ||
| 5 | Vantage Investment Advisors, LLC | 8 | 0 | 0.00% |
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.