| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Avalon Investment & Advisory | 772,351 | 19,726,000 | 67.20% | ||
| 2 | EVERETT HARRIS & CO /CA/ | 170,780 | 4,362,000 | 14.86% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 74,682 | 1,907,000 | 6.50% | ||
| 4 | World Asset Management Inc | 59,185 | 1,512,000 | 5.15% | ||
| 5 | D L CARLSON INVESTMENT GROUP INC | 42,405 | 1,083,000 | 3.69% | ||
| 6 | JAMES INVESTMENT RESEARCH, INC. | 10,850 | 277,000 | 0.94% | ||
| 7 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 9,912 | 253,000 | 0.86% | ||
| 8 | Oxbow Advisors, LLC | 8,500 | 217,000 | 0.74% | ||
| 9 | First City Capital Management, Inc. | 600 | 15,324 | 0.05% |
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.
