| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BOSTON FAMILY OFFICE LLC | 74,675 | 4,663,000 | 31.51% | ||
| 2 | Curi Capital, LLC | 53,168 | 3,320,000 | 22.44% | ||
| 3 | WEIK CAPITAL MANAGEMENT | 40,804 | 2,548,000 | 17.22% | ||
| 4 | World Asset Management Inc | 23,295 | 1,455,000 | 9.83% | ||
| 5 | Reynders McVeigh Capital Management, LLC | 10,510 | 656,000 | 4.43% | ||
| 6 | InterOcean Capital, LLC | 9,559 | 597,000 | 4.03% | ||
| 7 | Clarkston Capital Partners, LLC | 9,075 | 567,000 | 3.83% | ||
| 8 | S&CO INC | 7,674 | 479,000 | 3.24% | ||
| 9 | MAI Capital Management | 4,474 | 279,000 | 1.89% | ||
| 10 | CAPITAL COUNSEL LLC/NY | 3,640 | 227,000 | 1.53% | ||
| 11 | QCI ASSET MANAGEMENT INC/NY | 90 | 6,000 | 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.
