| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 58,232 | 581,000 | 41.44% | ||
| 2 | Cetera Advisor Networks LLC | 31,160 | 307,000 | 21.90% | ||
| 3 | GRANDFIELD & DODD, LLC | 29,200 | 291,000 | 20.76% | ||
| 4 | Curi Capital, LLC | 21,642 | 216,000 | 15.41% | ||
| 5 | QCI ASSET MANAGEMENT INC/NY | 750 | 7,000 | 0.50% |
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.
