| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Douglass Winthrop Advisors, LLC | 585,720 | 24,782,000 | 32.09% | ||
| 2 | S&CO INC | 434,722 | 18,393,000 | 23.81% | ||
| 3 | MSF Capital, LLC | 297,198 | 12,574,000 | 16.28% | ||
| 4 | Constellation Wealth Advisors, LLC | 253,051 | 10,707,000 | 13.86% | ||
| 5 | KR CAPITAL ADVISORS INC | 144,740 | 6,124,000 | 7.93% | ||
| 6 | PINNACLE ASSOCIATES LTD | 43,331 | 1,833,000 | 2.37% | ||
| 7 | World Asset Management Inc | 17,700 | 749,000 | 0.97% | ||
| 8 | TEALWOOD ASSET MANAGEMENT INC | 16,955 | 717,000 | 0.93% | ||
| 9 | BECK MACK & OLIVER LLC | 10,734 | 454,000 | 0.59% | ||
| 10 | EVERETT HARRIS & CO /CA/ | 9,690 | 410,000 | 0.53% | ||
| 11 | Veritable, L.P. | 6,387 | 270,000 | 0.35% | ||
| 12 | Calvert Investment Management, Inc. | 5,188 | 220,000 | 0.28% |
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.