| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 668,298 | 35,293,000 | 37.65% | ||
| 2 | FOSTER DYKEMA CABOT & CO INC/MA | 474,881 | 25,078,000 | 26.75% | ||
| 3 | SENTINEL TRUST CO LBA | 334,058 | 17,641,000 | 18.82% | ||
| 4 | Ancora Advisors LLC | 126,183 | 6,664,000 | 7.11% | ||
| 5 | MAI Capital Management | 76,108 | 4,019,000 | 4.29% | ||
| 6 | FARR MILLER & WASHINGTON LLC/DC | 46,150 | 2,437,000 | 2.60% | ||
| 7 | BOSTON RESEARCH & MANAGEMENT INC | 20,715 | 1,093,000 | 1.17% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 9,750 | 515,000 | 0.55% | ||
| 9 | STRATTON MANAGEMENT CO | 5,867 | 310,000 | 0.33% | ||
| 10 | Willingdon Wealth Management | 4,687 | 247,000 | 0.26% | ||
| 11 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 4,274 | 226,000 | 0.24% | ||
| 12 | Huntington Steele LLC | 4,067 | 215,000 | 0.23% |
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.
