| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | American Research & Management Co. | 36,268 | 910,000 | 41.59% | ||
| 2 | Highlander Capital Management, LLC | 20,198 | 507,000 | 23.17% | ||
| 3 | COBIZ WEALTH, LLC | 17,000 | 427,000 | 19.52% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 13,727 | 344,000 | 15.72% |
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.
