| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | L. Roy Papp & Associates, LLP | 80,452 | 18,142,000 | 62.45% | ||
| 2 | CONDOR CAPITAL MANAGEMENT | 16,591 | 3,741,000 | 12.88% | ||
| 3 | AVALON CAPITAL MANAGEMENT | 10,535 | 2,376,000 | 8.18% | ||
| 4 | PROFFITT & GOODSON INC | 7,630 | 1,721,000 | 5.92% | ||
| 5 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 6,270 | 1,414,000 | 4.87% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 3,538 | 798,000 | 2.75% | ||
| 7 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 2,555 | 576,000 | 1.98% | ||
| 8 | Crestwood Advisors Group, LLC | 1,250 | 282,000 | 0.97% |
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.
