| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BOSTON FAMILY OFFICE LLC | 77,355 | 4,597,000 | 34.77% | ||
| 2 | WEIK CAPITAL MANAGEMENT | 38,131 | 2,266,000 | 17.14% | ||
| 3 | Curi Capital, LLC | 34,485 | 2,049,000 | 15.50% | ||
| 4 | World Asset Management Inc | 23,252 | 1,382,000 | 10.45% | ||
| 5 | InterOcean Capital, LLC | 20,981 | 1,247,000 | 9.43% | ||
| 6 | Reynders McVeigh Capital Management, LLC | 20,132 | 1,196,000 | 9.04% | ||
| 7 | DF DENT & CO INC | 4,300 | 256,000 | 1.94% | ||
| 8 | MAI Capital Management | 3,862 | 230,000 | 1.74% |
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.
