| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 18,913 | 4,324,000 | 28.29% | ||
| 2 | RUANE, CUNNIFF & GOLDFARB INC | 16,225 | 3,710,000 | 24.27% | ||
| 3 | World Asset Management Inc | 6,445 | 1,474,000 | 9.64% | ||
| 4 | MAI Capital Management | 4,062 | 929,000 | 6.08% | ||
| 5 | HARVEST MANAGEMENT LLC | 4,000 | 915,000 | 5.99% | ||
| 6 | Veritable, L.P. | 3,975 | 909,000 | 5.95% | ||
| 7 | Laird Norton Wetherby Wealth Management, LLC | 2,871 | 656,000 | 4.29% | ||
| 8 | CATAWBA CAPITAL MANAGEMENT /VA | 1,620 | 370,000 | 2.42% | ||
| 9 | LOEB PARTNERS CORP | 1,443 | 330,000 | 2.16% | ||
| 10 | ROTHSCHILD INVESTMENT LLC /IL | 1,324 | 303,000 | 1.98% | ||
| 11 | BOSTON ADVISORS LLC | 1,226 | 280,000 | 1.83% | ||
| 12 | ARGENT CAPITAL MANAGEMENT LLC | 1,104 | 252,000 | 1.65% | ||
| 13 | Reynders McVeigh Capital Management, LLC | 1,084 | 248,000 | 1.62% | ||
| 14 | TAURUS ASSET MANAGEMENT, LLC | 919 | 210,000 | 1.37% | ||
| 15 | DOWLING & YAHNKE LLC | 911 | 208,000 | 1.36% | ||
| 16 | J.P. Morgan Private Wealth Advisors LLC | 722 | 165,000 | 1.08% | ||
| 17 | QCI ASSET MANAGEMENT INC/NY | 13 | 3,000 | 0.02% | ||
| 18 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 1,000 | 0.01% |
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.
