| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 191,036 | 12,478,000 | 56.70% | ||
| 2 | RHUMBLINE ADVISERS | 84,567 | 5,524,000 | 25.10% | ||
| 3 | BOSTON FAMILY OFFICE LLC | 47,756 | 3,119,000 | 14.17% | ||
| 4 | NorthCoast Asset Management LLC | 13,195 | 862,000 | 3.92% | ||
| 5 | Plante Moran Financial Advisors, LLC | 309 | 20,000 | 0.09% | ||
| 6 | Evercore Wealth Management, LLC | 57 | 4,000 | 0.02% |
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.
