| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Avalon Investment & Advisory | 33,818 | 1,310,000 | 32.13% | ||
| 2 | New England Research & Management, Inc. | 23,346 | 904,000 | 22.17% | ||
| 3 | CARDEROCK CAPITAL MANAGEMENT INC | 13,655 | 529,000 | 12.98% | ||
| 4 | World Asset Management Inc | 12,525 | 485,000 | 11.90% | ||
| 5 | SVB WEALTH LLC | 11,885 | 460,000 | 11.28% | ||
| 6 | Laird Norton Wetherby Wealth Management, LLC | 9,993 | 388,000 | 9.52% | ||
| 7 | QCI ASSET MANAGEMENT INC/NY | 14 | 1,000 | 0.02% |
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.
