| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BAXTER BROS INC | 55,995 | 4,279,000 | 44.01% | ||
| 2 | GRIMES & Co WEALTH MANAGEMENT, LLC | 53,985 | 4,126,000 | 42.44% | ||
| 3 | NORTHSTAR ASSET MANAGEMENT Co | 8,818 | 674,000 | 6.93% | ||
| 4 | Peregrine Asset Advisers, Inc. | 5,185 | 396,000 | 4.07% | ||
| 5 | Northeast Financial Consultants Inc | 3,188 | 244,000 | 2.51% | ||
| 6 | West Oak Capital, LLC | 47 | 3,592 | 0.04% |
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.
