| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 434,722 | 21,001,000 | 30.63% | ||
| 2 | Constellation Wealth Advisors, LLC | 270,486 | 13,067,000 | 19.06% | ||
| 3 | MSF Capital, LLC | 240,989 | 11,642,000 | 16.98% | ||
| 4 | LOEB PARTNERS CORP | 183,500 | 8,865,000 | 12.93% | ||
| 5 | KR CAPITAL ADVISORS INC | 132,940 | 6,422,000 | 9.37% | ||
| 6 | PINNACLE ASSOCIATES LTD | 41,535 | 2,007,000 | 2.93% | ||
| 7 | Veritable, L.P. | 27,233 | 1,316,000 | 1.92% | ||
| 8 | Calvert Investment Management, Inc. | 24,012 | 1,160,000 | 1.69% | ||
| 9 | World Asset Management Inc | 18,300 | 884,000 | 1.29% | ||
| 10 | TEALWOOD ASSET MANAGEMENT INC | 17,370 | 839,000 | 1.22% | ||
| 11 | BECK MACK & OLIVER LLC | 10,734 | 519,000 | 0.76% | ||
| 12 | EVERETT HARRIS & CO /CA/ | 9,690 | 468,000 | 0.68% | ||
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7,954 | 384,000 | 0.56% |
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.
