| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Avalon Investment & Advisory | 91,123 | 1,061,000 | 65.94% | ||
| 2 | MCRAE CAPITAL MANAGEMENT INC | 31,202 | 363,000 | 22.56% | ||
| 3 | MAI Capital Management | 15,861 | 185,000 | 11.50% |
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.