| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 32,638 | 1,564,000 | 44.35% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 20,753 | 994,000 | 28.19% | ||
| 3 | NEVILLE RODIE & SHAW INC | 14,438 | 692,000 | 19.62% | ||
| 4 | CARRET ASSET MANAGEMENT, LLC | 4,764 | 228,000 | 6.47% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 1,006 | 48,230 | 1.37% |
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.
