| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BOSTON FAMILY OFFICE LLC | 77,357 | 4,799,000 | 30.05% | ||
| 2 | Reynders McVeigh Capital Management, LLC | 52,274 | 3,243,000 | 20.31% | ||
| 3 | WEIK CAPITAL MANAGEMENT | 37,978 | 2,356,000 | 14.75% | ||
| 4 | Curi Capital, LLC | 35,424 | 2,198,000 | 13.76% | ||
| 5 | InterOcean Capital, LLC | 27,853 | 1,728,000 | 10.82% | ||
| 6 | World Asset Management Inc | 23,008 | 1,427,000 | 8.94% | ||
| 7 | MAI Capital Management | 3,511 | 218,000 | 1.37% |
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.
