| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | American Research & Management Co. | 24,575 | 642,000 | 39.19% | ||
| 2 | Highlander Capital Management, LLC | 21,100 | 552,000 | 33.70% | ||
| 3 | COBIZ WEALTH, LLC | 17,000 | 444,000 | 27.11% |
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.
