| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | L. Roy Papp & Associates, LLP | 178,099 | 9,632,000 | 73.40% | ||
| 2 | CONDOR CAPITAL MANAGEMENT | 43,438 | 2,349,000 | 17.90% | ||
| 3 | Willingdon Wealth Management | 6,178 | 334,000 | 2.55% | ||
| 4 | SONATA CAPITAL GROUP INC | 5,350 | 289,000 | 2.20% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 4,615 | 250,000 | 1.91% | ||
| 6 | Crestwood Advisors Group, LLC | 3,750 | 203,000 | 1.55% | ||
| 7 | Evercore Wealth Management, LLC | 1,200 | 65,000 | 0.50% |
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.
