| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 33,870 | 1,676,000 | 45.49% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 20,753 | 1,027,000 | 27.88% | ||
| 3 | NEVILLE RODIE & SHAW INC | 15,048 | 745,000 | 20.22% | ||
| 4 | CARRET ASSET MANAGEMENT, LLC | 4,764 | 236,000 | 6.41% |
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.
