| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Kimelman & Baird, LLC | 296,824 | 6,480,000 | 75.50% | ||
| 2 | Colonial Trust Advisors | 34,600 | 755,000 | 8.80% | ||
| 3 | World Asset Management Inc | 21,709 | 474,000 | 5.52% | ||
| 4 | Veritable, L.P. | 17,259 | 377,000 | 4.39% | ||
| 5 | New England Research & Management, Inc. | 13,150 | 287,000 | 3.34% | ||
| 6 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 9,625 | 210,000 | 2.45% |
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.
