| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 30,758 | 936,000 | 56.93% | ||
| 2 | LMCG INVESTMENTS, LLC | 23,268 | 708,000 | 43.07% |
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.
