| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Community Bank, N.A. | 43,627 | 3,413,000 | 41.57% | ||
| 2 | WEDGEWOOD INVESTORS INC /PA/ | 24,399 | 1,911,000 | 23.28% | ||
| 3 | GOFEN & GLOSSBERG LLC /IL/ | 13,454 | 1,054,000 | 12.84% | ||
| 4 | ALBION FINANCIAL GROUP /UT | 12,457 | 976,000 | 11.89% | ||
| 5 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,159 | 561,000 | 6.83% | ||
| 6 | KARPAS STRATEGIES, LLC | 3,497 | 274,000 | 3.34% | ||
| 7 | HOLLOWAY WEALTH MANAGEMENT, LLC | 266 | 21,000 | 0.26% | PRN |
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.
