| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 192,179 | 15,578,000 | 58.64% | ||
| 2 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 52,124 | 3,879,000 | 14.60% | ||
| 3 | BOSTON FAMILY OFFICE LLC | 47,336 | 3,837,000 | 14.44% | ||
| 4 | Ativo Capital Management LLC | 21,622 | 1,753,000 | 6.60% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,665 | 1,270,000 | 4.78% | ||
| 6 | S&CO INC | 3,000 | 243,000 | 0.91% | ||
| 7 | Evercore Wealth Management, LLC | 57 | 5,000 | 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.
