| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BAXTER BROS INC | 54,471 | 4,723,000 | 38.20% | ||
| 2 | GRIMES & Co WEALTH MANAGEMENT, LLC | 49,809 | 4,318,000 | 34.92% | ||
| 3 | Peregrine Asset Advisers, Inc. | 26,685 | 2,314,000 | 18.72% | ||
| 4 | NORTHSTAR ASSET MANAGEMENT Co | 8,818 | 765,000 | 6.19% | ||
| 5 | FRONTIER INVESTMENT MGMT CO | 2,750 | 238,000 | 1.92% | ||
| 6 | West Oak Capital, LLC | 47 | 4,075 | 0.03% | ||
| 7 | Glassman Wealth Services | 24 | 2,000 | 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.