| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 434,722 | 17,830,000 | 28.30% | ||
| 2 | MSF Capital, LLC | 301,901 | 12,383,000 | 19.65% | ||
| 3 | Constellation Wealth Advisors, LLC | 267,176 | 10,958,000 | 17.39% | ||
| 4 | Independence Capital Asset Partners, LLC | 252,083 | 10,339,000 | 16.41% | ||
| 5 | KR CAPITAL ADVISORS INC | 140,040 | 5,744,000 | 9.12% | ||
| 6 | PINNACLE ASSOCIATES LTD | 41,475 | 1,701,000 | 2.70% | ||
| 7 | Veritable, L.P. | 25,786 | 1,058,000 | 1.68% | ||
| 8 | Calvert Investment Management, Inc. | 19,385 | 795,000 | 1.26% | ||
| 9 | TEALWOOD ASSET MANAGEMENT INC | 17,195 | 705,000 | 1.12% | ||
| 10 | World Asset Management Inc | 16,179 | 664,000 | 1.05% | ||
| 11 | BECK MACK & OLIVER LLC | 10,734 | 440,000 | 0.70% | ||
| 12 | EVERETT HARRIS & CO /CA/ | 9,690 | 397,000 | 0.63% |
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.
