| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 61,462 | 2,399,000 | 28.32% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 59,534 | 2,324,000 | 27.43% | ||
| 3 | Janney Montgomery Scott LLC | 46,075 | 1,798,305 | 21.23% | ||
| 4 | ALBION FINANCIAL GROUP /UT | 23,735 | 926,000 | 10.93% | ||
| 5 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 13,883 | 542,000 | 6.40% | ||
| 6 | GOFEN & GLOSSBERG LLC /IL/ | 11,019 | 430,000 | 5.08% | ||
| 7 | MOTCO | 1,320 | 52,000 | 0.61% |
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.
