| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | American Research & Management Co. | 3,975 | 177,000 | 96.49% | ||
| 2 | West Oak Capital, LLC | 100 | 4,441 | 2.42% | ||
| 3 | Vantage Investment Advisors, LLC | 30 | 1,000 | 0.55% | ||
| 4 | Gemmer Asset Management LLC | 23 | 1,000 | 0.55% |
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.
