| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | American Research & Management Co. | 5,025 | 251,000 | 96.91% | ||
| 2 | West Oak Capital, LLC | 100 | 5,000 | 1.93% | ||
| 3 | Vantage Investment Advisors, LLC | 30 | 2,000 | 0.77% | ||
| 4 | Gemmer Asset Management LLC | 23 | 1,000 | 0.39% |
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.
