| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 165 | 6,600 | 0.22% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 549 | 22,003 | 0.73% | ||
| 3 | WILLIAMS JONES & ASSOCIATES LLC | 5,394 | 216,000 | 7.21% | ||
| 4 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 5,956 | 239,000 | 7.98% | ||
| 5 | OUTFITTER ADVISORS, LTD. | 12,084 | 485,000 | 16.18% | ||
| 6 | SOUTH TEXAS MONEY MANAGEMENT LTD | 13,334 | 535,000 | 17.85% | ||
| 7 | Arvest Bank Trust Division | 17,887 | 717,000 | 23.93% | ||
| 8 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 19,348 | 776,000 | 25.90% |
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.
