| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BOSTON RESEARCH & MANAGEMENT INC | 20,273 | 2,101,000 | 69.11% | ||
| 2 | WILLIAMS JONES & ASSOCIATES LLC | 7,370 | 764,000 | 25.13% | ||
| 3 | Stanford Investment Group, Inc. | 1,679 | 174,000 | 5.72% | ||
| 4 | MOSAIC FAMILY WEALTH, LLC | 12 | 1,000 | 0.03% |
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.
