| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Main Street Research LLC | 120,220 | 11,278,000 | 35.34% | ||
| 2 | Hugh Johnson Advisors LLC | 76,932 | 7,217,000 | 22.61% | ||
| 3 | First Western Capital Management Co | 37,172 | 3,487,000 | 10.93% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 32,307 | 3,030,000 | 9.49% | ||
| 5 | D L CARLSON INVESTMENT GROUP INC | 21,897 | 2,054,000 | 6.44% | ||
| 6 | Hamilton Point Investment Advisors, LLC | 16,665 | 1,563,000 | 4.90% | ||
| 7 | Veritable, L.P. | 8,802 | 826,000 | 2.59% | ||
| 8 | World Asset Management Inc | 6,661 | 625,000 | 1.96% | ||
| 9 | S&CO INC | 5,790 | 543,000 | 1.70% | ||
| 10 | LOEB PARTNERS CORP | 4,000 | 375,000 | 1.18% | ||
| 11 | HOLLENCREST CAPITAL MANAGEMENT | 3,750 | 352,000 | 1.10% | ||
| 12 | Douglass Winthrop Advisors, LLC | 2,586 | 243,000 | 0.76% | ||
| 13 | PATTEN & PATTEN INC/TN | 2,323 | 218,000 | 0.68% | ||
| 14 | Evercore Wealth Management, LLC | 1,085 | 102,000 | 0.32% |
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.
