| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNIPLAN INVESTMENT COUNSEL, INC. | 161,353 | 11,964,000 | 54.84% | ||
| 2 | Nelson Capital Management, LLC | 68,063 | 5,047,000 | 23.13% | ||
| 3 | BAXTER BROS INC | 14,712 | 1,091,000 | 5.00% | ||
| 4 | Fruth Investment Management | 10,502 | 778,000 | 3.57% | ||
| 5 | CATAWBA CAPITAL MANAGEMENT /VA | 8,685 | 644,000 | 2.95% | ||
| 6 | PRUDENTIAL PLC | 6,400 | 474,000 | 2.17% | ||
| 7 | FRONTIER INVESTMENT MGMT CO | 5,695 | 420,000 | 1.93% | ||
| 8 | VALLEY WEALTH MANAGERS, INC. | 5,231 | 388,000 | 1.78% | ||
| 9 | WEDGEWOOD INVESTORS INC /PA/ | 4,654 | 345,000 | 1.58% | ||
| 10 | IRONWOOD INVESTMENT MANAGEMENT LLC | 4,200 | 311,000 | 1.43% | ||
| 11 | GRIMES & Co WEALTH MANAGEMENT, LLC | 3,309 | 245,000 | 1.12% | ||
| 12 | SONORA INVESTMENT MANAGEMENT, LLC | 1,100 | 81,565 | 0.37% | ||
| 13 | West Oak Capital, LLC | 393 | 29,141 | 0.13% |
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.
