| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BOSTON FAMILY OFFICE LLC | 12,310 | 1,182,000 | 33.68% | ||
| 2 | SVB WEALTH LLC | 9,578 | 919,000 | 26.18% | ||
| 3 | GRACE & WHITE INC /NY | 4,403 | 423,000 | 12.05% | ||
| 4 | FARMERS TRUST CO | 4,000 | 384,000 | 10.94% | ||
| 5 | American Research & Management Co. | 3,380 | 324,000 | 9.23% | ||
| 6 | BEDDOW CAPITAL MANAGEMENT INC | 2,892 | 278,000 | 7.92% |
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.
