| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 30,153 | 1,440,000 | 39.27% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 20,753 | 991,000 | 27.02% | ||
| 3 | NEVILLE RODIE & SHAW INC | 13,515 | 645,000 | 17.59% | ||
| 4 | CARRET ASSET MANAGEMENT, LLC | 4,764 | 228,000 | 6.22% | ||
| 5 | Bowling Portfolio Management LLC | 4,640 | 222,000 | 6.05% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 2,947 | 141,000 | 3.85% |
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.
