| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 34,488 | 2,702,000 | 57.25% | ||
| 2 | World Asset Management Inc | 7,049 | 552,000 | 11.69% | ||
| 3 | HARTWELL J M LIMITED PARTNERSHIP | 5,430 | 425,000 | 9.00% | ||
| 4 | Hemenway Trust Co LLC | 4,059 | 318,000 | 6.74% | ||
| 5 | RONALD BLUE & CO LLC | 3,418 | 268,000 | 5.68% | ||
| 6 | REYNOLDS CAPITAL MANAGEMENT LLC | 3,100 | 243,000 | 5.15% | ||
| 7 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,700 | 212,000 | 4.49% |
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.