| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Whitegate Investment Counselors, Inc. | 490,000 | 40,000 | 86.96% | ||
| 2 | TRUST CO OF VERMONT | 42,807 | 4,000 | 8.70% | ||
| 3 | MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 20,700 | 2,000 | 4.35% |
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.