| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | L. Roy Papp & Associates, LLP | 64,795 | 16,344,000 | 63.83% | ||
| 2 | CONDOR CAPITAL MANAGEMENT | 15,530 | 3,917,000 | 15.30% | ||
| 3 | PROFFITT & GOODSON INC | 7,155 | 1,805,000 | 7.05% | ||
| 4 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 6,205 | 1,565,000 | 6.11% | ||
| 5 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 2,545 | 642,000 | 2.51% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 2,538 | 640,000 | 2.50% | ||
| 7 | SONATA CAPITAL GROUP INC | 1,500 | 378,000 | 1.48% | ||
| 8 | Crestwood Advisors Group, LLC | 1,250 | 315,000 | 1.23% |
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.
