| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 55,052 | 1,880,000 | 33.57% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 54,555 | 1,863,000 | 33.27% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 25,748 | 879,000 | 15.70% | ||
| 4 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 13,883 | 517,000 | 9.23% | ||
| 5 | GOFEN & GLOSSBERG LLC /IL/ | 12,615 | 431,000 | 7.70% | ||
| 6 | MOTCO | 658 | 22,000 | 0.39% | ||
| 7 | CT Financial Advisors LLC | 231 | 7,876 | 0.14% |
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.
