| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | McAdams Wright Ragen, Inc. | 77,121 | 5,675,000 | 48.33% | ||
| 2 | NORTHSTAR INVESTMENT ADVISORS LLC | 59,728 | 4,395,000 | 37.43% | ||
| 3 | Baskin Financial Services Inc. | 7,390 | 544,000 | 4.63% | ||
| 4 | JOHNSON INVESTMENT COUNSEL INC | 5,655 | 416,000 | 3.54% | ||
| 5 | BANK OF STOCKTON | 4,050 | 298,000 | 2.54% | ||
| 6 | LifePlan Financial Group, Inc | 3,710 | 273,000 | 2.32% | ||
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 960 | 71,000 | 0.60% | ||
| 8 | B. Riley Wealth Advisors, Inc. | 951 | 69,994 | 0.60% |
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.
