| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 268,768 | 17,741,000 | 47.25% | ||
| 2 | Advisors Capital Management, LLC | 200,542 | 13,238,000 | 35.26% | ||
| 3 | SVB WEALTH LLC | 24,823 | 1,639,000 | 4.37% | ||
| 4 | Geneva Advisors, LLC | 21,600 | 1,426,000 | 3.80% | ||
| 5 | BOSTON FAMILY OFFICE LLC | 9,610 | 634,000 | 1.69% | ||
| 6 | Curi Capital, LLC | 8,719 | 576,000 | 1.53% | ||
| 7 | Avalon Investment & Advisory | 6,780 | 448,000 | 1.19% | ||
| 8 | MORSE ASSET MANAGEMENT, INC | 6,500 | 429,000 | 1.14% | ||
| 9 | DF DENT & CO INC | 5,779 | 381,000 | 1.01% | ||
| 10 | New England Research & Management, Inc. | 5,759 | 380,000 | 1.01% | ||
| 11 | World Asset Management Inc | 5,364 | 354,000 | 0.94% | ||
| 12 | ROTHSCHILD INVESTMENT LLC /IL | 3,566 | 235,000 | 0.63% | ||
| 13 | TRUIST FINANCIAL CORP | 1,000 | 66,000 | 0.18% |
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.
