| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WILLIAMS JONES & ASSOCIATES LLC | 240,367 | 6,906,000 | 50.23% | ||
| 2 | BTR CAPITAL MANAGEMENT INC | 192,384 | 5,527,000 | 40.20% | ||
| 3 | Hemenway Trust Co LLC | 30,453 | 875,000 | 6.36% | ||
| 4 | ROANOKE ASSET MANAGEMENT CORP/ NY | 12,298 | 353,000 | 2.57% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 3,058 | 88,000 | 0.64% |
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.