| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 434,497 | 21,999,000 | 39.59% | ||
| 2 | Constellation Wealth Advisors, LLC | 248,506 | 12,582,000 | 22.64% | ||
| 3 | MSF Capital, LLC | 229,303 | 11,609,000 | 20.89% | ||
| 4 | KR CAPITAL ADVISORS INC | 74,230 | 3,758,000 | 6.76% | ||
| 5 | PINNACLE ASSOCIATES LTD | 41,005 | 2,076,000 | 3.74% | ||
| 6 | TEALWOOD ASSET MANAGEMENT INC | 18,445 | 934,000 | 1.68% | ||
| 7 | Veritable, L.P. | 16,125 | 816,000 | 1.47% | ||
| 8 | World Asset Management Inc | 11,269 | 571,000 | 1.03% | ||
| 9 | BECK MACK & OLIVER LLC | 10,734 | 543,000 | 0.98% | ||
| 10 | EVERETT HARRIS & CO /CA/ | 9,690 | 491,000 | 0.88% | ||
| 11 | KINGS POINT CAPITAL MANAGEMENT | 3,686 | 187,000 | 0.34% |
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.
