| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 25,531 | 1,209,000 | 35.41% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 20,753 | 983,000 | 28.79% | ||
| 3 | NEVILLE RODIE & SHAW INC | 13,414 | 635,000 | 18.60% | ||
| 4 | CARRET ASSET MANAGEMENT, LLC | 4,764 | 226,000 | 6.62% | ||
| 5 | Bowling Portfolio Management LLC | 4,602 | 218,000 | 6.39% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 3,018 | 143,000 | 4.19% |
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.
