| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALDWIN WEALTH PARTNERS LLC/MA | 128,579 | 1,830,000 | 38.61% | ||
| 2 | Clean Yield Group | 92,705 | 1,319,000 | 27.83% | ||
| 3 | KEELEY ASSET MANAGEMENT CORP | 68,723 | 978,000 | 20.63% | ||
| 4 | SFE Investment Counsel | 40,545 | 577,000 | 12.17% | ||
| 5 | Sandy Spring Bank | 2,500 | 36,000 | 0.76% |
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.
