| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAPITAL COUNSEL LLC/NY | 882,417 | 92,230,000 | 53.52% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 153,254 | 16,018,000 | 9.30% | ||
| 3 | MARK ASSET MANAGEMENT LP | 140,558 | 14,691,000 | 8.53% | ||
| 4 | DAVIS R M INC | 125,855 | 13,154,000 | 7.63% | ||
| 5 | UNDERHILL INVESTMENT MANAGEMENT LLC | 84,150 | 8,795,000 | 5.10% | ||
| 6 | Savant Capital, LLC | 72,060 | 7,532,000 | 4.37% | ||
| 7 | BUCKHEAD CAPITAL MANAGEMENT LLC | 51,559 | 5,389,000 | 3.13% | ||
| 8 | World Asset Management Inc | 34,126 | 3,567,000 | 2.07% | ||
| 9 | Integre Asset Management, LLC | 33,320 | 3,483,000 | 2.02% | ||
| 10 | SHELTON CAPITAL MANAGEMENT | 20,755 | 2,394,000 | 1.39% | ||
| 11 | BURNS J W & CO INC/NY | 14,569 | 1,523,000 | 0.88% | ||
| 12 | PREMIER ASSET MANAGEMENT LLC | 10,630 | 1,111,000 | 0.64% | ||
| 13 | Veritable, L.P. | 10,112 | 1,057,000 | 0.61% | ||
| 14 | DOWLING & YAHNKE LLC | 6,565 | 686,000 | 0.40% | ||
| 15 | WINDWARD CAPITAL MANAGEMENT CO /CA | 4,186 | 438,000 | 0.25% | ||
| 16 | SCOUT INVESTMENTS, INC. | 2,442 | 255,000 | 0.15% | ||
| 17 | JAMES INVESTMENT RESEARCH, INC. | 12 | 1,000 | 0.00% |
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.
