| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Waldron Private Wealth LLC | 13,320 | 1,197,000 | 48.74% | ||
| 2 | S&CO INC | 6,051 | 544,000 | 22.15% | ||
| 3 | RONALD BLUE & CO LLC | 2,725 | 245,000 | 9.98% | ||
| 4 | Main Street Research LLC | 2,700 | 243,000 | 9.89% | ||
| 5 | World Asset Management Inc | 2,523 | 227,000 | 9.24% |
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.
