| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | American Research & Management Co. | 23,375 | 594,000 | 38.03% | ||
| 2 | Highlander Capital Management, LLC | 21,100 | 536,000 | 34.31% | ||
| 3 | COBIZ WEALTH, LLC | 17,000 | 432,000 | 27.66% |
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.
