| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 281,840 | 16,485,000 | 27.46% | ||
| 2 | SENTINEL TRUST CO LBA | 277,148 | 16,211,000 | 27.01% | ||
| 3 | FOSTER DYKEMA CABOT & CO INC/MA | 259,300 | 15,166,000 | 25.26% | ||
| 4 | Ancora Advisors LLC | 0 | 6,473,000 | 10.78% | ||
| 5 | MAI Capital Management | 34,626 | 2,025,000 | 3.37% | ||
| 6 | BOSTON RESEARCH & MANAGEMENT INC | 17,115 | 1,001,000 | 1.67% | ||
| 7 | MATHER GROUP, LLC. | 14,628 | 856,000 | 1.43% | ||
| 8 | FARR MILLER & WASHINGTON LLC/DC | 12,794 | 748,000 | 1.25% | ||
| 9 | Veritable, L.P. | 8,937 | 523,000 | 0.87% | ||
| 10 | Willingdon Wealth Management | 4,791 | 307,000 | 0.51% | ||
| 11 | STRATTON MANAGEMENT CO | 4,000 | 234,000 | 0.39% |
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.
