| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 22,336 | 6,030,000 | 27.68% | ||
| 2 | S&CO INC | 18,913 | 5,106,000 | 23.44% | ||
| 3 | RUANE, CUNNIFF & GOLDFARB INC | 16,221 | 4,379,000 | 20.10% | ||
| 4 | Veritable, L.P. | 5,081 | 1,372,000 | 6.30% | ||
| 5 | MAI Capital Management | 4,380 | 1,183,000 | 5.43% | ||
| 6 | Laird Norton Wetherby Wealth Management, LLC | 3,245 | 876,000 | 4.02% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,936 | 793,000 | 3.64% | ||
| 8 | LOEB PARTNERS CORP | 1,443 | 390,000 | 1.79% | ||
| 9 | BOSTON ADVISORS LLC | 1,217 | 329,000 | 1.51% | ||
| 10 | TAURUS ASSET MANAGEMENT, LLC | 1,126 | 304,000 | 1.40% | ||
| 11 | ARGENT CAPITAL MANAGEMENT LLC | 1,104 | 298,000 | 1.37% | ||
| 12 | Reynders McVeigh Capital Management, LLC | 1,084 | 293,000 | 1.35% | ||
| 13 | Curi Capital, LLC | 807 | 218,000 | 1.00% | ||
| 14 | VAUGHAN DAVID INVESTMENTS LLC/IL | 763 | 206,000 | 0.95% | ||
| 15 | QCI ASSET MANAGEMENT INC/NY | 13 | 4,000 | 0.02% |
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.
