| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 434,497 | 21,642,000 | 46.89% | ||
| 2 | Constellation Wealth Advisors, LLC | 264,656 | 13,183,000 | 28.57% | ||
| 3 | KR CAPITAL ADVISORS INC | 78,650 | 3,918,000 | 8.49% | ||
| 4 | PINNACLE ASSOCIATES LTD | 40,490 | 2,017,000 | 4.37% | ||
| 5 | Veritable, L.P. | 26,929 | 1,341,000 | 2.91% | ||
| 6 | Calvert Investment Management, Inc. | 26,723 | 1,331,000 | 2.88% | ||
| 7 | World Asset Management Inc | 17,426 | 868,000 | 1.88% | ||
| 8 | TEALWOOD ASSET MANAGEMENT INC | 16,695 | 832,000 | 1.80% | ||
| 9 | BECK MACK & OLIVER LLC | 10,734 | 535,000 | 1.16% | ||
| 10 | EVERETT HARRIS & CO /CA/ | 9,690 | 483,000 | 1.05% |
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.
