| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DAVIS R M INC | 163,296 | 16,722,000 | 12.00% | ||
| 2 | NICHOLS & PRATT ADVISERS LLP /MA | 159,735 | 16,357,000 | 11.74% | ||
| 3 | NUANCE INVESTMENTS, LLC | 137,490 | 14,079,000 | 10.10% | ||
| 4 | WINDWARD CAPITAL MANAGEMENT CO /CA | 130,629 | 13,376,000 | 9.60% | ||
| 5 | Fiera Capital Corp | 122,664 | 12,561,000 | 9.01% | ||
| 6 | GRANDFIELD & DODD, LLC | 102,110 | 10,456,000 | 7.50% | ||
| 7 | PRIO WEALTH LIMITED PARTNERSHIP | 86,166 | 8,823,000 | 6.33% | ||
| 8 | DEARBORN PARTNERS LLC | 64,491 | 6,604,000 | 4.74% | ||
| 9 | FORBES J M & CO LLP | 53,958 | 5,525,000 | 3.96% | ||
| 10 | Talara Capital Management, LLC | 52,508 | 5,377,000 | 3.86% | ||
| 11 | HEADINVEST, LLC | 41,774 | 4,278,000 | 3.07% | ||
| 12 | Patriot Wealth Management, Inc. | 39,557 | 4,051,000 | 2.91% | ||
| 13 | World Asset Management Inc | 31,926 | 3,269,000 | 2.35% | ||
| 14 | NewFocus Financial Group, LLC | 21,653 | 2,217,000 | 1.59% | ||
| 15 | KCM INVESTMENT ADVISORS LLC | 20,310 | 2,080,000 | 1.49% | ||
| 16 | GAMBLE JONES INVESTMENT COUNSEL | 19,661 | 2,013,000 | 1.44% | ||
| 17 | ZEVIN ASSET MANAGEMENT LLC | 12,705 | 1,301,000 | 0.93% | ||
| 18 | Geneva Advisors, LLC | 12,622 | 1,292,000 | 0.93% | ||
| 19 | BOYS ARNOLD & CO INC | 12,524 | 1,282,000 | 0.92% | ||
| 20 | GARDNER RUSSO & QUINN LLC | 9,700 | 993,000 | 0.71% | ||
| 21 | THOMAS STORY & SON LLC | 7,296 | 747,000 | 0.54% | ||
| 22 | Notis-McConarty Edward | 7,085 | 725,000 | 0.52% | ||
| 23 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 6,830 | 699,000 | 0.50% | ||
| 24 | ASPIRIANT HOLDINGS S3, LLC | 6,106 | 625,000 | 0.45% | ||
| 25 | Hemenway Trust Co LLC | 5,193 | 532,000 | 0.38% | ||
| 26 | SOMERVILLE KURT F | 4,441 | 455,000 | 0.33% | ||
| 27 | Crestwood Advisors Group, LLC | 4,250 | 435,000 | 0.31% | ||
| 28 | Azimuth Capital Management LLC | 4,200 | 430,000 | 0.31% | ||
| 29 | Birch Hill Investment Advisors LLC | 3,978 | 407,000 | 0.29% | ||
| 30 | EVERETT HARRIS & CO /CA/ | 3,492 | 358,000 | 0.26% | ||
| 31 | Fayerweather Charles | 3,400 | 349,000 | 0.25% | ||
| 32 | GRIFFIN ASSET MANAGEMENT, INC. | 2,643 | 271,000 | 0.19% | ||
| 33 | Kimelman & Baird, LLC | 2,380 | 244,000 | 0.18% | ||
| 34 | Bollard Group LLC | 2,190 | 224,000 | 0.16% | ||
| 35 | Reynders McVeigh Capital Management, LLC | 2,153 | 220,000 | 0.16% | ||
| 36 | QCI ASSET MANAGEMENT INC/NY | 81 | 8,000 | 0.01% |
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.
