| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FOSTER DYKEMA CABOT & CO INC/MA | 93,501 | 8,538,000 | 64.01% | ||
| 2 | Gratus Capital, LLC | 40,216 | 3,672,000 | 27.53% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 6,400 | 584,000 | 4.38% | ||
| 4 | Foothills Asset Management, Ltd. | 4,465 | 408,000 | 3.06% | ||
| 5 | Plante Moran Financial Advisors, LLC | 1,487 | 136,000 | 1.02% |
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.
