| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Kimelman & Baird, LLC | 290,624 | 5,871,000 | 76.19% | ||
| 2 | Colonial Trust Advisors | 44,600 | 901,000 | 11.69% | ||
| 3 | World Asset Management Inc | 17,738 | 358,000 | 4.65% | ||
| 4 | Veritable, L.P. | 15,340 | 310,000 | 4.02% | ||
| 5 | New England Research & Management, Inc. | 13,150 | 266,000 | 3.45% |
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.
