| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEDGEWOOD INVESTORS INC /PA/ | 21,255 | 1,336,000 | 26.75% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 18,048 | 1,134,466 | 22.71% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 14,461 | 909,000 | 18.20% | ||
| 4 | GOFEN & GLOSSBERG LLC /IL/ | 11,923 | 749,000 | 15.00% | ||
| 5 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,159 | 450,000 | 9.01% | ||
| 6 | KARPAS STRATEGIES, LLC | 3,407 | 214,000 | 4.28% | ||
| 7 | ROTHSCHILD INVESTMENT LLC /IL | 3,216 | 202,000 | 4.04% |
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.
