| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRUIST FINANCIAL CORP | 2,000 | 139,000 | 0.63% | ||
| 2 | World Asset Management Inc | 4,506 | 313,000 | 1.43% | ||
| 3 | CYPRESS CAPITAL MANAGEMENT LLC | 4,565 | 317,000 | 1.44% | ||
| 4 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 5,613 | 390,000 | 1.78% | ||
| 5 | DF DENT & CO INC | 5,696 | 395,000 | 1.80% | ||
| 6 | BOSTON FAMILY OFFICE LLC | 6,229 | 432,000 | 1.97% | ||
| 7 | New England Research & Management, Inc. | 6,484 | 450,000 | 2.05% | ||
| 8 | ROTHSCHILD INVESTMENT LLC /IL | 7,216 | 501,000 | 2.28% | ||
| 9 | SVB WEALTH LLC | 7,361 | 511,000 | 2.33% | ||
| 10 | CG Asset Management LLC | 11,400 | 791,000 | 3.60% | ||
| 11 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 255,177 | 17,714,000 | 80.69% |
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.
