| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 29,466 | 1,758,000 | 23.69% | ||
| 2 | Legacy Capital Partners, Inc. | 26,865 | 1,603,000 | 21.60% | ||
| 3 | OARSMAN CAPITAL, INC. | 19,834 | 1,183,000 | 15.94% | ||
| 4 | CrestPoint Capital Management, LLC | 12,300 | 734,000 | 9.89% | ||
| 5 | World Asset Management Inc | 11,512 | 687,000 | 9.26% | ||
| 6 | Clean Yield Group | 8,250 | 492,000 | 6.63% | ||
| 7 | ARS Investment Partners, LLC | 7,100 | 424,000 | 5.71% | ||
| 8 | First Dallas Securities Inc. | 5,000 | 298,000 | 4.02% | ||
| 9 | NORTH STAR ASSET MANAGEMENT INC | 3,649 | 218,000 | 2.94% | ||
| 10 | Dunvegan Associates, Inc. | 413 | 25,000 | 0.34% |
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.
