| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | 554,715 | 14,661,000 | 36.81% | ||
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | 242,327 | 6,404,000 | 16.08% | ||
| 3 | S&CO INC | 134,096 | 3,544,000 | 8.90% | ||
| 4 | MAI Capital Management | 126,480 | 3,343,000 | 8.39% | ||
| 5 | MENLO ADVISORS LLC | 107,475 | 2,840,000 | 7.13% | ||
| 6 | LOEB PARTNERS CORP | 81,500 | 2,154,000 | 5.41% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 75,146 | 1,986,000 | 4.99% | ||
| 8 | SOL Capital Management CO | 47,100 | 1,245,000 | 3.13% | ||
| 9 | Guild Investment Management, Inc. | 41,210 | 1,089,000 | 2.73% | ||
| 10 | JAMES INVESTMENT RESEARCH, INC. | 36,905 | 975,000 | 2.45% | ||
| 11 | Ascent Wealth Partners, LLC | 25,675 | 679,000 | 1.70% | ||
| 12 | Veritable, L.P. | 18,485 | 489,000 | 1.23% | ||
| 13 | Legacy Capital Partners, Inc. | 15,410 | 408,000 | 1.02% | ||
| 14 | SeaBridge Investment Advisors LLC | 530 | 14,000 | 0.04% |
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.
