| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Kimelman & Baird, LLC | 297,524 | 6,409,000 | 78.80% | ||
| 2 | Colonial Trust Advisors | 35,100 | 756,000 | 9.30% | ||
| 3 | New England Research & Management, Inc. | 17,900 | 386,000 | 4.75% | ||
| 4 | World Asset Management Inc | 15,721 | 339,000 | 4.17% | ||
| 5 | Veritable, L.P. | 11,270 | 243,000 | 2.99% |
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.
