| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BOSTON FAMILY OFFICE LLC | 76,655 | 4,425,000 | 34.47% | ||
| 2 | Curi Capital, LLC | 50,802 | 2,933,000 | 22.85% | ||
| 3 | WEIK CAPITAL MANAGEMENT | 39,905 | 2,304,000 | 17.95% | ||
| 4 | World Asset Management Inc | 21,232 | 1,226,000 | 9.55% | ||
| 5 | Reynders McVeigh Capital Management, LLC | 15,722 | 908,000 | 7.07% | ||
| 6 | InterOcean Capital, LLC | 10,340 | 597,000 | 4.65% | ||
| 7 | MAI Capital Management | 3,943 | 228,000 | 1.78% | ||
| 8 | S&CO INC | 3,644 | 210,000 | 1.64% | ||
| 9 | QCI ASSET MANAGEMENT INC/NY | 90 | 5,000 | 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.
