| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DAVIS R M INC | 713,609 | 53,307,000 | 80.83% | ||
| 2 | BOURGEON CAPITAL MANAGEMENT LLC | 61,925 | 4,626,000 | 7.01% | ||
| 3 | SENTINEL ASSET MANAGEMENT, INC. | 56,170 | 4,196,000 | 6.36% | ||
| 4 | Avalon Investment & Advisory | 23,418 | 1,749,000 | 2.65% | ||
| 5 | World Asset Management Inc | 11,731 | 876,000 | 1.33% | ||
| 6 | BLUESTEIN R H & CO LLC | 8,000 | 598,000 | 0.91% | ||
| 7 | PROBITY ADVISORS, INC. | 7,767 | 580,000 | 0.88% | ||
| 8 | Evercore Wealth Management, LLC | 196 | 15,000 | 0.02% | ||
| 9 | QUADRANT CAPITAL GROUP LLC | 26 | 1,000 | 0.00% |
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.
