| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 941 | 59,565 | 1.51% | ||
| 2 | KARPAS STRATEGIES, LLC | 3,407 | 216,000 | 5.46% | ||
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,311 | 463,000 | 11.70% | ||
| 4 | GOFEN & GLOSSBERG LLC /IL/ | 12,596 | 797,000 | 20.14% | ||
| 5 | ALBION FINANCIAL GROUP /UT | 14,461 | 915,000 | 23.12% | ||
| 6 | WEDGEWOOD INVESTORS INC /PA/ | 23,813 | 1,507,000 | 38.08% |
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.
