| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 20,031 | 5,767,000 | 32.49% | ||
| 2 | S&CO INC | 19,792 | 5,699,000 | 32.11% | ||
| 3 | Veritable, L.P. | 5,990 | 1,725,000 | 9.72% | ||
| 4 | MAI Capital Management | 4,351 | 1,253,000 | 7.06% | ||
| 5 | Laird Norton Wetherby Wealth Management, LLC | 3,257 | 938,000 | 5.28% | ||
| 6 | LOEB PARTNERS CORP | 1,443 | 415,000 | 2.34% | ||
| 7 | BOSTON ADVISORS LLC | 1,193 | 343,000 | 1.93% | ||
| 8 | TAURUS ASSET MANAGEMENT, LLC | 1,126 | 324,000 | 1.83% | ||
| 9 | ARGENT CAPITAL MANAGEMENT LLC | 1,104 | 318,000 | 1.79% | ||
| 10 | Reynders McVeigh Capital Management, LLC | 1,084 | 312,000 | 1.76% | ||
| 11 | Curi Capital, LLC | 807 | 232,000 | 1.31% | ||
| 12 | VAUGHAN DAVID INVESTMENTS LLC/IL | 743 | 214,000 | 1.21% | ||
| 13 | Azimuth Capital Management LLC | 705 | 203,000 | 1.14% | ||
| 14 | QCI ASSET MANAGEMENT INC/NY | 13 | 4,000 | 0.02% | ||
| 15 | Ancora Advisors LLC | 7 | 2,000 | 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.
