| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 28,074 | 1,472,000 | 34.16% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 19,036 | 998,000 | 23.16% | ||
| 3 | NEVILLE RODIE & SHAW INC | 12,995 | 681,000 | 15.80% | ||
| 4 | Janney Montgomery Scott LLC | 5,652 | 285,220 | 6.62% | ||
| 5 | Bowling Portfolio Management LLC | 4,854 | 254,000 | 5.89% | ||
| 6 | CARRET ASSET MANAGEMENT, LLC | 4,764 | 250,000 | 5.80% | ||
| 7 | NORTH STAR ASSET MANAGEMENT INC | 4,124 | 216,000 | 5.01% | ||
| 8 | REILLY FINANCIAL ADVISORS, LLC | 2,910 | 153,000 | 3.55% |
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.
