| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FENIMORE ASSET MANAGEMENT INC | 421,495 | 34,171,000 | 49.35% | ||
| 2 | Obermeyer Wealth Partners | 247,845 | 20,093,000 | 29.02% | ||
| 3 | Aureus Asset Management, LLC | 79,210 | 6,422,000 | 9.28% | ||
| 4 | Sand Hill Global Advisors, LLC | 47,028 | 3,813,000 | 5.51% | ||
| 5 | World Asset Management Inc | 20,805 | 1,686,000 | 2.44% | ||
| 6 | Barrington Strategic Wealth Management Group LLC | 13,284 | 1,077,000 | 1.56% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,988 | 729,000 | 1.05% | ||
| 8 | Veritable, L.P. | 7,592 | 615,000 | 0.89% | ||
| 9 | MEYER HANDELMAN CO | 3,800 | 308,000 | 0.44% | ||
| 10 | REYNOLDS CAPITAL MANAGEMENT LLC | 3,000 | 243,000 | 0.35% | ||
| 11 | Karp Capital Management Corp | 700 | 57,000 | 0.08% | ||
| 12 | Leisure Capital Management | 308 | 25,000 | 0.04% |
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.
