| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HALSEY ASSOCIATES INC/CT | 196,734 | 14,962,000 | 53.32% | ||
| 2 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 83,645 | 6,361,000 | 22.67% | ||
| 3 | BOSTON FAMILY OFFICE LLC | 50,598 | 3,848,000 | 13.71% | ||
| 4 | Ativo Capital Management LLC | 21,623 | 1,644,000 | 5.86% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 5,629 | 428,000 | 1.53% | ||
| 6 | World Asset Management Inc | 4,826 | 367,000 | 1.31% | ||
| 7 | S&CO INC | 3,000 | 228,000 | 0.81% | ||
| 8 | Caprock Group, LLC | 2,929 | 223,000 | 0.79% |
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.
