| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRIMES & Co WEALTH MANAGEMENT, LLC | 93,054 | 30,000 | 65.62% | ||
| 2 | AMERIPRISE FINANCIAL INC | 19,745 | 6,000 | 13.12% | ||
| 3 | STEEL GROVE CAPITAL ADVISORS, LLC | 11,120 | 4,000 | 8.75% | ||
| 4 | American Research & Management Co. | 9,500 | 3,000 | 6.56% | ||
| 5 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 4,700 | 2,000 | 4.37% | ||
| 6 | West Oak Capital, LLC | 2,270 | 721 | 1.58% | ||
| 7 | VALLEY NATIONAL ADVISERS INC | 900 | 0 | 0.00% |
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.
