| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FOSTER DYKEMA CABOT & CO INC/MA | 91,331 | 8,350,000 | 63.66% | ||
| 2 | Gratus Capital, LLC | 39,792 | 3,638,000 | 27.74% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 6,400 | 585,000 | 4.46% | ||
| 4 | Foothills Asset Management, Ltd. | 4,465 | 408,000 | 3.11% | ||
| 5 | Plante Moran Financial Advisors, LLC | 1,487 | 136,000 | 1.04% |
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.
