| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LEVY HARKINS & CO INC/ | 170,922 | 27,857,000 | 14.28% | ||
| 2 | BAXTER BROS INC | 146,367 | 23,855,000 | 12.23% | ||
| 3 | Covington Capital Management | 126,880 | 20,679,000 | 10.60% | ||
| 4 | HALSEY ASSOCIATES INC/CT | 112,264 | 18,297,000 | 9.38% | ||
| 5 | Whitegate Investment Counselors, Inc. | 111,787 | 18,219,000 | 9.34% | ||
| 6 | YHB Investment Advisors, Inc. | 107,607 | 17,538,000 | 8.99% | ||
| 7 | Cohen Klingenstein LLC | 64,398 | 10,496,000 | 5.38% | ||
| 8 | KELMAN-LAZAROV, INC. | 59,108 | 9,633,421 | 4.94% | ||
| 9 | M. Kraus & Co | 39,827 | 6,491,000 | 3.33% | ||
| 10 | Regis Management CO LLC | 27,811 | 4,533,000 | 2.32% | ||
| 11 | HARBOUR INVESTMENT MANAGEMENT LLC | 21,630 | 3,525,000 | 1.81% | ||
| 12 | AR ASSET MANAGEMENT INC | 20,014 | 3,262,000 | 1.67% | ||
| 13 | GLYNN CAPITAL MANAGEMENT LLC | 16,897 | 2,754,000 | 1.41% | ||
| 14 | JACOBS & CO/CA | 16,501 | 2,689,000 | 1.38% | ||
| 15 | GRIMES & Co WEALTH MANAGEMENT, LLC | 16,189 | 2,638,000 | 1.35% | ||
| 16 | Daniel Devine & Co | 15,700 | 2,559,000 | 1.31% | ||
| 17 | Texan Capital Management | 14,887 | 2,426,000 | 1.24% | ||
| 18 | Barton Investment Management | 13,815 | 2,251,000 | 1.15% | ||
| 19 | Baldwin Investment Management, LLC | 13,800 | 2,249,000 | 1.15% | SH | |
| 20 | WBH ADVISORY INC | 13,025 | 2,122,000 | 1.09% | ||
| 21 | Cubic Asset Management, LLC | 10,785 | 1,758,000 | 0.90% | ||
| 22 | PRENTISS SMITH & CO INC | 8,902 | 1,451,000 | 0.74% | ||
| 23 | Welch Group, LLC | 7,633 | 1,244,000 | 0.64% | SH | |
| 24 | ASHFORD CAPITAL MANAGEMENT INC | 6,958 | 1,134,000 | 0.58% | ||
| 25 | TIRSCHWELL & LOEWY INC | 5,750 | 937,000 | 0.48% | ||
| 26 | Nadler Financial Group, Inc. | 3,681 | 600,000 | 0.31% | ||
| 27 | Mengis Capital Management, Inc. | 2,896 | 471,000 | 0.24% | ||
| 28 | MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | 2,836 | 462,000 | 0.24% | ||
| 29 | Ironwood Investment Counsel, LLC | 2,770 | 451,000 | 0.23% | ||
| 30 | CONNORS INVESTOR SERVICES INC | 2,550 | 416,000 | 0.21% | ||
| 31 | Long Road Investment Counsel, LLC | 2,400 | 391,000 | 0.20% | ||
| 32 | Palisade Asset Management, LLC | 1,886 | 307,000 | 0.16% | ||
| 33 | KELLY LAWRENCE W & ASSOCIATES INC/CA | 1,887 | 307,000 | 0.16% | ||
| 34 | Legacy Capital Partners, Inc. | 1,540 | 251,000 | 0.13% | ||
| 35 | CORRIGAN FINANCIAL, INC. | 1,433 | 233,550 | 0.12% | ||
| 36 | BONNESS ENTERPRISES INC | 1,350 | 220,000 | 0.11% | ||
| 37 | West Oak Capital, LLC | 955 | 155,646 | 0.08% | ||
| 38 | MARSHALL & SULLIVAN INC /WA/ | 920 | 150,000 | 0.08% |
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.
