| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 28,391 | 811,000 | 79.20% | ||
| 2 | BOSTON FINANCIAL MANGEMENT LLC | 7,450 | 213,000 | 20.80% |
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.
