| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Estabrook Capital Management | 31,214 | 2,034,841 | 46.26% | ||
| 2 | SATURNA CAPITAL CORP | 10,843 | 707,000 | 16.07% | ||
| 3 | Polaris Wealth Advisory Group, LLC | 7,117 | 464,000 | 10.55% | ||
| 4 | Hirtle Callaghan & Co LLC | 6,800 | 443,000 | 10.07% | ||
| 5 | Constellation Investments, Inc. | 4,400 | 287,000 | 6.53% | ||
| 6 | RONALD BLUE & CO LLC | 3,770 | 246,000 | 5.59% | ||
| 7 | Lenox Wealth Management, Inc. | 2,454 | 160,000 | 3.64% | ||
| 8 | Gemmer Asset Management LLC | 332 | 22,000 | 0.50% | ||
| 9 | CKW FINANCIAL GROUP | 332 | 22,000 | 0.50% | ||
| 10 | B. Riley Wealth Advisors, Inc. | 192 | 12,539 | 0.29% |
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.
