| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WILLIAMS JONES & ASSOCIATES LLC | 240,367 | 6,867,000 | 50.87% | ||
| 2 | BTR CAPITAL MANAGEMENT INC | 171,920 | 4,912,000 | 36.39% | ||
| 3 | Hemenway Trust Co LLC | 30,453 | 870,000 | 6.45% | ||
| 4 | FDx Advisors, Inc. | 13,500 | 386,000 | 2.86% | ||
| 5 | ROANOKE ASSET MANAGEMENT CORP/ NY | 12,298 | 351,000 | 2.60% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 3,928 | 112,000 | 0.83% |
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.
