| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 16,308 | 1,080,000 | 43.18% | ||
| 2 | Janney Montgomery Scott LLC | 11,066 | 732,585 | 29.29% | ||
| 3 | TOWER BRIDGE ADVISORS | 4,040 | 267,431 | 10.69% | ||
| 4 | GOFEN & GLOSSBERG LLC /IL/ | 3,722 | 246,000 | 9.84% | ||
| 5 | MOTCO | 2,649 | 175,000 | 7.00% |
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.
