| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 434,088 | 33,473,000 | 48.81% | ||
| 2 | Curi Capital, LLC | 178,610 | 13,773,000 | 20.08% | ||
| 3 | Main Street Research LLC | 115,945 | 8,941,000 | 13.04% | ||
| 4 | Hugh Johnson Advisors LLC | 77,370 | 5,966,000 | 8.70% | ||
| 5 | D L CARLSON INVESTMENT GROUP INC | 21,235 | 1,637,000 | 2.39% | ||
| 6 | Wellington Shields Capital Management, LLC | 15,510 | 1,196,000 | 1.74% | ||
| 7 | Veritable, L.P. | 13,190 | 1,017,000 | 1.48% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 12,476 | 962,000 | 1.40% | ||
| 9 | CAPITAL MANAGEMENT ASSOCIATES /NY/ | 7,000 | 540,000 | 0.79% | ||
| 10 | World Asset Management Inc | 5,927 | 457,000 | 0.67% | ||
| 11 | LOEB PARTNERS CORP | 4,000 | 308,000 | 0.45% | ||
| 12 | Douglass Winthrop Advisors, LLC | 2,786 | 215,000 | 0.31% | ||
| 13 | Evercore Wealth Management, LLC | 1,200 | 93,000 | 0.14% |
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.
