| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRANDFIELD & DODD, LLC | 206,267 | 9,398,000 | 52.63% | ||
| 2 | AMERICAN NATIONAL INSURANCE CO | 81,550 | 3,715,000 | 20.80% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 28,357 | 1,291,000 | 7.23% | ||
| 4 | World Asset Management Inc | 24,794 | 1,129,000 | 6.32% | ||
| 5 | Ironwood Investment Counsel, LLC | 24,300 | 1,107,000 | 6.20% | ||
| 6 | American National Registered Investment Advisor, Inc. | 8,113 | 370,000 | 2.07% | ||
| 7 | CATAWBA CAPITAL MANAGEMENT /VA | 7,417 | 338,000 | 1.89% | ||
| 8 | Laird Norton Wetherby Wealth Management, LLC | 5,587 | 255,000 | 1.43% | ||
| 9 | PRIO WEALTH LIMITED PARTNERSHIP | 5,512 | 251,000 | 1.41% | ||
| 10 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 60 | 3,000 | 0.02% |
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.
