| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 688,531 | 36,589,000 | 36.94% | ||
| 2 | FOSTER DYKEMA CABOT & CO INC/MA | 522,209 | 27,750,000 | 28.01% | ||
| 3 | SENTINEL TRUST CO LBA | 421,818 | 22,415,000 | 22.63% | ||
| 4 | MAI Capital Management | 95,379 | 5,068,000 | 5.12% | ||
| 5 | FARR MILLER & WASHINGTON LLC/DC | 55,564 | 2,953,000 | 2.98% | ||
| 6 | BOSTON RESEARCH & MANAGEMENT INC | 32,409 | 1,722,000 | 1.74% | ||
| 7 | RONALD BLUE & CO LLC | 16,307 | 867,000 | 0.88% | ||
| 8 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 10,406 | 553,000 | 0.56% | ||
| 9 | FIRST FOUNDATION ADVISORS | 8,709 | 463,000 | 0.47% | ||
| 10 | ANCHOR CAPITAL ADVISORS LLC | 7,138 | 379,000 | 0.38% | ||
| 11 | Huntington Steele LLC | 5,714 | 304,000 | 0.31% |
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.
