| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Kimelman & Baird, LLC | 230,493 | 4,723,000 | 73.90% | ||
| 2 | Colonial Trust Advisors | 28,500 | 584,000 | 9.14% | ||
| 3 | World Asset Management Inc | 22,507 | 461,000 | 7.21% | ||
| 4 | Veritable, L.P. | 17,259 | 354,000 | 5.54% | ||
| 5 | New England Research & Management, Inc. | 13,150 | 269,000 | 4.21% |
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.
