| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BOSTON FAMILY OFFICE LLC | 12,310 | 1,213,000 | 32.72% | ||
| 2 | SVB WEALTH LLC | 7,170 | 706,000 | 19.05% | ||
| 3 | BEDDOW CAPITAL MANAGEMENT INC | 4,812 | 474,000 | 12.79% | ||
| 4 | GRACE & WHITE INC /NY | 4,403 | 434,000 | 11.71% | ||
| 5 | FARMERS TRUST CO | 4,000 | 394,000 | 10.63% | ||
| 6 | American Research & Management Co. | 3,380 | 333,000 | 8.98% | ||
| 7 | PRICE MICHAEL F | 1,000 | 99,000 | 2.67% | ||
| 8 | GLENMEDE TRUST CO NA | 550 | 54,000 | 1.46% |
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.
