| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARTHUR M. COHEN & ASSOCIATES, LLC | 37,100 | 2,865,000 | 39.92% | ||
| 2 | GAMBLE JONES INVESTMENT COUNSEL | 34,585 | 2,635,000 | 36.72% | ||
| 3 | Crosspoint Capital Strategies, LLC | 17,401 | 1,031,000 | 14.37% | ||
| 4 | Yellowstone Partners, LLC | 6,406 | 380,000 | 5.30% | ||
| 5 | Capital Advantage, Inc. | 3,698 | 219,000 | 3.05% | ||
| 6 | Smith Affiliated Capital Corp. | 777 | 46,053 | 0.64% | PRN |
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.
