| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 27,895 | 2,550,000 | 47.47% | ||
| 2 | Waldron Private Wealth LLC | 13,320 | 1,217,848 | 22.67% | ||
| 3 | D L CARLSON INVESTMENT GROUP INC | 12,025 | 1,099,000 | 20.46% | ||
| 4 | Evercore Wealth Management, LLC | 2,761 | 252,000 | 4.69% | ||
| 5 | Main Street Research LLC | 2,700 | 247,000 | 4.60% | ||
| 6 | Plante Moran Financial Advisors, LLC | 68 | 6,000 | 0.11% |
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.
