| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 740,647 | 43,180,000 | 42.39% | ||
| 2 | FOSTER DYKEMA CABOT & CO INC/MA | 467,056 | 27,229,000 | 26.73% | ||
| 3 | SENTINEL TRUST CO LBA | 280,829 | 16,372,000 | 16.07% | ||
| 4 | Ancora Advisors LLC | 110,674 | 6,452,000 | 6.33% | ||
| 5 | MAI Capital Management | 56,134 | 3,273,000 | 3.21% | ||
| 6 | FARR MILLER & WASHINGTON LLC/DC | 42,672 | 2,488,000 | 2.44% | ||
| 7 | BOSTON RESEARCH & MANAGEMENT INC | 17,405 | 1,014,000 | 1.00% | ||
| 8 | MATHER GROUP, LLC. | 14,628 | 856,000 | 0.84% | ||
| 9 | WBI INVESTMENTS, LLC | 5,194 | 303,000 | 0.30% | ||
| 10 | Willingdon Wealth Management | 4,307 | 251,000 | 0.25% | ||
| 11 | STRATTON MANAGEMENT CO | 4,000 | 233,000 | 0.23% | ||
| 12 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 3,764 | 219,000 | 0.21% |
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.
