| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 33,745 | 1,646,000 | 40.75% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 20,753 | 1,012,000 | 25.06% | ||
| 3 | NEVILLE RODIE & SHAW INC | 14,853 | 724,000 | 17.93% | ||
| 4 | Fisher Asset Management, LLC | 8,723 | 425,000 | 10.52% | ||
| 5 | CARRET ASSET MANAGEMENT, LLC | 4,764 | 232,000 | 5.74% |
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.
