| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 4,542 | 422,000 | 65.60% | ||
| 2 | TOWER BRIDGE ADVISORS | 2,373 | 220,323 | 34.25% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 6 | 1,000 | 0.16% |
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.
