| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | American Research & Management Co. | 5,447 | 4,995,000 | 37.42% | ||
| 2 | REIK & CO., LLC | 3,226 | 2,958,000 | 22.16% | ||
| 3 | EVERETT HARRIS & CO /CA/ | 3,170 | 2,907,000 | 21.78% | ||
| 4 | M Holdings Securities, Inc. | 1,400 | 1,284,000 | 9.62% | ||
| 5 | BECK MACK & OLIVER LLC | 748 | 686,000 | 5.14% | ||
| 6 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 565 | 518,000 | 3.88% |
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.