| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BOSTON FAMILY OFFICE LLC | 12,310 | 1,059,000 | 32.84% | ||
| 2 | SVB WEALTH LLC | 9,578 | 824,000 | 25.55% | ||
| 3 | GRACE & WHITE INC /NY | 4,403 | 379,000 | 11.75% | ||
| 4 | FARMERS TRUST CO | 4,000 | 344,000 | 10.67% | ||
| 5 | BEDDOW CAPITAL MANAGEMENT INC | 3,817 | 328,000 | 10.17% | ||
| 6 | American Research & Management Co. | 3,380 | 291,000 | 9.02% |
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.
