| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 43,000 | 659,000 | 36.71% | ||
| 2 | BOURGEON CAPITAL MANAGEMENT LLC | 38,100 | 584,000 | 32.53% | ||
| 3 | Banyan Partners, LLC | 25,300 | 388,000 | 21.62% | ||
| 4 | Ameritas Investment Partners, Inc. | 10,708 | 164,000 | 9.14% |
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.
