| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 54,271 | 1,929,000 | 33.48% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 53,385 | 1,898,000 | 32.94% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 26,047 | 926,000 | 16.07% | ||
| 4 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 13,883 | 494,000 | 8.57% | ||
| 5 | GOFEN & GLOSSBERG LLC /IL/ | 12,615 | 448,000 | 7.77% | ||
| 6 | Ledyard National Bank | 1,025 | 36,000 | 0.62% | ||
| 7 | MOTCO | 658 | 23,000 | 0.40% | ||
| 8 | CT Financial Advisors LLC | 231 | 8,199 | 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.
