| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEDGEWOOD INVESTORS INC /PA/ | 23,539 | 1,706,000 | 35.42% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 14,573 | 1,056,000 | 21.92% | ||
| 3 | GOFEN & GLOSSBERG LLC /IL/ | 12,770 | 926,000 | 19.22% | ||
| 4 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,338 | 532,000 | 11.04% | ||
| 5 | CATAWBA CAPITAL MANAGEMENT /VA | 4,380 | 317,000 | 6.58% | ||
| 6 | KARPAS STRATEGIES, LLC | 3,497 | 253,000 | 5.25% | ||
| 7 | HOLLOWAY WEALTH MANAGEMENT, LLC | 266 | 19,000 | 0.39% | PRN | |
| 8 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 104 | 8,000 | 0.17% |
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.
