| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | American Research & Management Co. | 27,283 | 709,000 | 43.66% | ||
| 2 | Highlander Capital Management, LLC | 18,200 | 473,000 | 29.13% | ||
| 3 | COBIZ WEALTH, LLC | 17,000 | 442,000 | 27.22% |
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.
