| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LOWE BROCKENBROUGH & CO INC | 30,415 | 3,661,000 | 42.53% | ||
| 2 | Karp Capital Management Corp | 7,350 | 885,000 | 10.28% | ||
| 3 | Ramsay, Stattman, Vela & Price, Inc. | 6,500 | 782,000 | 9.08% | ||
| 4 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 5,609 | 675,000 | 7.84% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 4,681 | 563,000 | 6.54% | ||
| 6 | CONDOR CAPITAL MANAGEMENT | 3,991 | 480,000 | 5.58% | ||
| 7 | Boltwood Capital Management | 3,650 | 439,000 | 5.10% | ||
| 8 | BOSTON FAMILY OFFICE LLC | 2,865 | 345,000 | 4.01% | ||
| 9 | Forest Hill Capital, LLC | 2,400 | 289,000 | 3.36% | ||
| 10 | HOLLENCREST CAPITAL MANAGEMENT | 2,260 | 272,000 | 3.16% | ||
| 11 | 1834 INVESTMENT ADVISORS CO | 1,662 | 200,000 | 2.32% | ||
| 12 | Evercore Wealth Management, LLC | 152 | 18,000 | 0.21% |
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.