| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 45,062 | 2,730,000 | 18.46% | ||
| 2 | PETTYJOHN, WOOD & WHITE, INC | 43,875 | 2,658,000 | 17.97% | ||
| 3 | Oxbow Advisors, LLC | 41,760 | 2,529,000 | 17.10% | ||
| 4 | DF DENT & CO INC | 41,325 | 2,503,000 | 16.92% | ||
| 5 | Ascent Wealth Partners, LLC | 21,079 | 1,277,000 | 8.63% | ||
| 6 | Veritable, L.P. | 16,024 | 971,000 | 6.56% | ||
| 7 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 13,259 | 803,000 | 5.43% | ||
| 8 | FIRST FOUNDATION ADVISORS | 7,525 | 456,000 | 3.08% | ||
| 9 | CG Asset Management LLC | 7,286 | 441,000 | 2.98% | ||
| 10 | Kimelman & Baird, LLC | 3,933 | 238,000 | 1.61% | ||
| 11 | Evercore Wealth Management, LLC | 1,707 | 103,000 | 0.70% | ||
| 12 | MONETARY MANAGEMENT GROUP INC | 1,250 | 76,000 | 0.51% | ||
| 13 | Plante Moran Financial Advisors, LLC | 100 | 6,000 | 0.04% |
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.
