| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GAMBLE JONES INVESTMENT COUNSEL | 265,853 | 7,197,000 | 49.00% | ||
| 2 | Jolley Asset Management, LLC | 98,823 | 2,675,000 | 18.21% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 75,624 | 2,047,000 | 13.94% | ||
| 4 | World Asset Management Inc | 45,351 | 1,228,000 | 8.36% | ||
| 5 | S&CO INC | 28,700 | 777,000 | 5.29% | ||
| 6 | FIRST FOUNDATION ADVISORS | 17,275 | 468,000 | 3.19% | ||
| 7 | PINNACLE ASSOCIATES LTD | 10,980 | 297,000 | 2.02% |
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.
