| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | American Research & Management Co. | 33,218 | 871,000 | 48.34% | ||
| 2 | Highlander Capital Management, LLC | 18,500 | 485,000 | 26.91% | ||
| 3 | COBIZ WEALTH, LLC | 17,000 | 446,000 | 24.75% |
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.
