| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 15,624 | 1,033,000 | 40.64% | ||
| 2 | Janney Montgomery Scott LLC | 9,221 | 619,081 | 24.35% | ||
| 3 | TOWER BRIDGE ADVISORS | 4,040 | 266,987 | 10.50% | ||
| 4 | GOFEN & GLOSSBERG LLC /IL/ | 3,722 | 246,000 | 9.68% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 3,062 | 202,000 | 7.95% | ||
| 6 | MOTCO | 2,649 | 175,000 | 6.88% |
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.
