| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 19,108 | 1,283,000 | 58.20% | ||
| 2 | Janney Montgomery Scott LLC | 9,221 | 619,081 | 28.08% | ||
| 3 | TOWER BRIDGE ADVISORS | 3,684 | 247,371 | 11.22% | ||
| 4 | CARDEROCK CAPITAL MANAGEMENT INC | 813 | 55,000 | 2.49% |
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.
