| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 61,296 | 4,264,000 | 58.02% | ||
| 2 | BOSTON FAMILY OFFICE LLC | 33,327 | 2,319,000 | 31.56% | ||
| 3 | RONALD BLUE & CO LLC | 3,781 | 263,000 | 3.58% | ||
| 4 | Calvert Investment Management, Inc. | 3,621 | 252,000 | 3.43% | ||
| 5 | S&CO INC | 3,000 | 209,000 | 2.84% | ||
| 6 | Plante Moran Financial Advisors, LLC | 600 | 42,000 | 0.57% |
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.
