| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 549,894 | 29,903,000 | 29.48% | ||
| 2 | FOSTER DYKEMA CABOT & CO INC/MA | 513,171 | 27,906,000 | 27.51% | ||
| 3 | SENTINEL TRUST CO LBA | 356,733 | 19,399,000 | 19.12% | ||
| 4 | Ancora Advisors LLC | 143,775 | 7,818,000 | 7.71% | ||
| 5 | MAI Capital Management | 92,576 | 5,034,000 | 4.96% | ||
| 6 | ANCHOR CAPITAL ADVISORS LLC | 91,996 | 5,003,000 | 4.93% | ||
| 7 | FARR MILLER & WASHINGTON LLC/DC | 46,608 | 2,535,000 | 2.50% | ||
| 8 | SUMMIT CAPITAL MANAGEMENT LLC | 20,747 | 1,128,000 | 1.11% | ||
| 9 | BOSTON RESEARCH & MANAGEMENT INC | 14,455 | 786,000 | 0.77% | ||
| 10 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 9,684 | 527,000 | 0.52% | ||
| 11 | FIRST FOUNDATION ADVISORS | 9,297 | 506,000 | 0.50% | ||
| 12 | STRATTON MANAGEMENT CO | 5,867 | 319,000 | 0.31% | ||
| 13 | Huntington Steele LLC | 5,562 | 302,000 | 0.30% | ||
| 14 | Willingdon Wealth Management | 5,079 | 277,000 | 0.27% |
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.
