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McCormick
McCormick. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 29 Institutional holders with a total value of $65,964,562.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Tufton Capital Management 592,025 45,959,000 69.67%
2 Bridgewater Wealth & Financial Management, LLC 99,217 7,702,000 11.68%
3 Commonwealth Equity Services, Inc 21,299 1,653,000 2.51%
4 GAMCO INVESTORS, INC. ET AL 18,920 1,469,000 2.23%
5 WBH ADVISORY INC 14,807 1,141,000 1.73%
6 EVERMAY WEALTH MANAGEMENT LLC 13,627 1,058,000 1.60%
7 Brown Advisory Securities, LLC 13,571 1,054,000 1.60%
8 PNC FINANCIAL SERVICES GROUP, INC. 12,579 977,000 1.48%
9 DIMENSIONAL FUND ADVISORS LP 11,237 875,000 1.33%
10 Ipswich Investment Management Co., Inc. 7,050 547,000 0.83%
11 WELLS FARGO & COMPANY/MN 6,251 485,000 0.74%
12 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 5,614 411,000 0.62%
13 Maryland Capital Management 5,000 388,000 0.59%
14 Lowe Wealth Advisors, LLC 4,380 340,000 0.52%
15 Pinnacle Advisory Group, Inc. 4,256 330,000 0.50%
16 BANK OF AMERICA CORP /DE/ 4,028 313,000 0.47%
17 Rathbones Group PLC 4,000 311,000 0.47%
18 SCOTIA CAPITAL INC. 3,200 249,000 0.38%
19 Cambridge Investment Research Advisors, Inc. 2,998 233,000 0.35%
20 PARAMETRIC PORTFOLIO ASSOCIATES LLC 2,807 218,000 0.33%
21 MORGAN STANLEY 1,694 132,000 0.20%
22 Aris Wealth Services, Inc. 414 32,000 0.05%
23 Baltimore-Washington Financial Advisors, Inc. 350 27,000 0.04%
24 Tower Research Capital LLC (TRC) 303 23,000 0.03%
25 Beacon Capital Management, Inc. 159 12,000 0.02%
26 PITTENGER & ANDERSON INC 125 10,000 0.02%
27 UBS Group AG 119 9,000 0.01%
28 CITIGROUP INC 50 4,000 0.01%
29 AMERICAN INTERNATIONAL GROUP, INC. 33 2,562 0.00%

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.