| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NUANCE INVESTMENTS, LLC | 157,820 | 19,055,000 | 14.78% | ||
| 2 | NICHOLS & PRATT ADVISERS LLP /MA | 155,220 | 18,741,000 | 14.54% | ||
| 3 | WINDWARD CAPITAL MANAGEMENT CO /CA | 96,833 | 11,691,000 | 9.07% | ||
| 4 | PRIO WEALTH LIMITED PARTNERSHIP | 92,030 | 11,111,000 | 8.62% | ||
| 5 | Curi Capital, LLC | 61,713 | 7,451,000 | 5.78% | ||
| 6 | FORBES J M & CO LLP | 55,507 | 6,702,000 | 5.20% | ||
| 7 | ZEVIN ASSET MANAGEMENT LLC | 49,243 | 5,946,000 | 4.61% | ||
| 8 | HEADINVEST, LLC | 44,788 | 5,408,000 | 4.19% | ||
| 9 | GRANDFIELD & DODD, LLC | 39,964 | 4,825,000 | 3.74% | ||
| 10 | Patriot Wealth Management, Inc. | 37,884 | 4,574,000 | 3.55% | ||
| 11 | World Asset Management Inc | 34,572 | 4,175,000 | 3.24% | ||
| 12 | J.P. Morgan Private Wealth Advisors LLC | 34,168 | 4,126,000 | 3.20% | ||
| 13 | Mendel Money Management | 28,768 | 3,473,000 | 2.69% | ||
| 14 | GAMBLE JONES INVESTMENT COUNSEL | 23,611 | 2,851,000 | 2.21% | ||
| 15 | NewFocus Financial Group, LLC | 21,778 | 2,629,000 | 2.04% | ||
| 16 | KCM INVESTMENT ADVISORS LLC | 19,420 | 2,345,000 | 1.82% | ||
| 17 | FIDGEON TIMOTHY F | 15,919 | 1,923,000 | 1.49% | ||
| 18 | GRIFFIN ASSET MANAGEMENT, INC. | 15,271 | 1,844,000 | 1.43% | ||
| 19 | GARDNER RUSSO & QUINN LLC | 11,750 | 1,419,000 | 1.10% | ||
| 20 | THOMAS STORY & SON LLC | 7,296 | 881,000 | 0.68% | ||
| 21 | Crestwood Advisors Group, LLC | 6,338 | 765,000 | 0.59% | ||
| 22 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 5,855 | 707,000 | 0.55% | ||
| 23 | Notis-McConarty Edward | 5,835 | 705,000 | 0.55% | ||
| 24 | Hemenway Trust Co LLC | 5,473 | 661,000 | 0.51% | ||
| 25 | Birch Hill Investment Advisors LLC | 5,066 | 612,000 | 0.47% | ||
| 26 | Azimuth Capital Management LLC | 4,225 | 510,000 | 0.40% | ||
| 27 | Geneva Advisors, LLC | 4,166 | 503,000 | 0.39% | ||
| 28 | RONALD BLUE & CO LLC | 3,944 | 476,000 | 0.37% | ||
| 29 | EVERETT HARRIS & CO /CA/ | 3,911 | 472,000 | 0.37% | ||
| 30 | CRAWFORD INVESTMENT COUNSEL INC | 3,610 | 436,000 | 0.34% | ||
| 31 | Atlas Brown,Inc. | 3,200 | 386,000 | 0.30% | ||
| 32 | Regis Management CO LLC | 2,356 | 284,000 | 0.22% | ||
| 33 | Kimelman & Baird, LLC | 2,320 | 280,000 | 0.22% | ||
| 34 | Bollard Group LLC | 2,178 | 263,000 | 0.20% | ||
| 35 | S&CO INC | 1,985 | 240,000 | 0.19% | ||
| 36 | CATAWBA CAPITAL MANAGEMENT /VA | 1,980 | 239,000 | 0.19% | ||
| 37 | Camelot Portfolios, LLC | 1,880 | 227,000 | 0.18% |
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.
