| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,528 | 547,000 | 63.02% | ||
| 2 | BOSTON FINANCIAL MANGEMENT LLC | 3,003 | 218,000 | 25.12% | ||
| 3 | Buffington Mohr McNeal | 1,417 | 103,000 | 11.87% |
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.
