| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 654,520 | 82,241,000 | 83.92% | ||
| 2 | Avalon Investment & Advisory | 106,030 | 13,323,000 | 13.60% | ||
| 3 | GAMBLE JONES INVESTMENT COUNSEL | 11,655 | 1,464,000 | 1.49% | ||
| 4 | ICON ADVISERS INC/CO | 7,700 | 968,000 | 0.99% |
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.
