| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEDGEWOOD PARTNERS INC | 3,080,283 | 235,580,000 | 29.49% | ||
| 2 | DF DENT & CO INC | 1,583,630 | 121,116,000 | 15.16% | ||
| 3 | GARDNER RUSSO & QUINN LLC | 540,796 | 41,360,000 | 5.18% | ||
| 4 | CCM INVESTMENT ADVISERS LLC | 309,036 | 23,635,000 | 2.96% | ||
| 5 | COMPASS CAPITAL MANAGEMENT, INC | 259,898 | 19,877,000 | 2.49% | ||
| 6 | Curi Capital, LLC | 249,349 | 19,070,000 | 2.39% | ||
| 7 | MARK ASSET MANAGEMENT LP | 247,682 | 18,943,000 | 2.37% | ||
| 8 | HALSEY ASSOCIATES INC/CT | 241,975 | 18,506,000 | 2.32% | ||
| 9 | L. Roy Papp & Associates, LLP | 199,653 | 15,269,000 | 1.91% | ||
| 10 | Stillwater Capital Advisors, LLC | 188,381 | 14,407,000 | 1.80% | ||
| 11 | World Asset Management Inc | 185,892 | 14,217,000 | 1.78% | ||
| 12 | BURNS J W & CO INC/NY | 174,060 | 13,312,000 | 1.67% | ||
| 13 | Avalon Investment & Advisory | 163,390 | 12,496,000 | 1.56% | ||
| 14 | FISHMAN JAY A LTD/MI | 145,896 | 11,158,126 | 1.40% | ||
| 15 | THOMAS STORY & SON LLC | 141,095 | 10,791,000 | 1.35% | ||
| 16 | FORBES J M & CO LLP | 119,783 | 9,161,000 | 1.15% | ||
| 17 | VANTAGE WEALTH | 108,359 | 8,287,000 | 1.04% | ||
| 18 | DOCK STREET ASSET MANAGEMENT INC | 104,228 | 7,971,000 | 1.00% | ||
| 19 | Grassi Investment Management | 101,254 | 7,744,000 | 0.97% | ||
| 20 | DOWLING & YAHNKE LLC | 100,892 | 7,716,000 | 0.97% | ||
| 21 | BEACH INVESTMENT COUNSEL INC/PA | 90,680 | 6,935,000 | 0.87% | ||
| 22 | Azimuth Capital Management LLC | 87,507 | 6,693,000 | 0.84% | ||
| 23 | PATTEN & PATTEN INC/TN | 86,282 | 6,599,000 | 0.83% | ||
| 24 | Colonial Trust Advisors | 81,977 | 6,270,000 | 0.78% | ||
| 25 | Sand Hill Global Advisors, LLC | 79,228 | 6,059,000 | 0.76% | ||
| 26 | GAMBLE JONES INVESTMENT COUNSEL | 76,320 | 5,837,000 | 0.73% | ||
| 27 | AMERICAN NATIONAL INSURANCE CO | 75,698 | 5,789,000 | 0.72% | ||
| 28 | ZEVIN ASSET MANAGEMENT LLC | 74,629 | 5,708,000 | 0.71% | ||
| 29 | HARTLINE INVESTMENT CORP/ | 70,080 | 5,360,000 | 0.67% | ||
| 30 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 70,011 | 5,354,000 | 0.67% | ||
| 31 | BAINCO INTERNATIONAL INVESTORS | 68,475 | 5,237,000 | 0.66% | ||
| 32 | Veritable, L.P. | 66,339 | 5,074,000 | 0.64% | ||
| 33 | Main Street Research LLC | 63,516 | 4,858,000 | 0.61% | ||
| 34 | MITCHELL CAPITAL MANAGEMENT CO | 63,179 | 4,832,000 | 0.60% | ||
| 35 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 55,007 | 4,206,000 | 0.53% | ||
| 36 | FOSTER DYKEMA CABOT & CO INC/MA | 53,000 | 4,053,000 | 0.51% | ||
| 37 | Liberty Capital Management, Inc. | 52,551 | 4,019,000 | 0.50% | ||
| 38 | ROTHSCHILD INVESTMENT LLC /IL | 52,244 | 3,996,000 | 0.50% | ||
| 39 | CHICKASAW CAPITAL MANAGEMENT LLC | 50,165 | 3,837,000 | 0.48% | ||
| 40 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 48,200 | 3,701,000 | 0.46% | ||
| 41 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 46,589 | 3,563,000 | 0.45% | ||
| 42 | Renaissance Investment Group LLC | 46,165 | 3,531,000 | 0.44% | ||
| 43 | Stillwater Investment Management, LLC | 45,813 | 3,504,000 | 0.44% | ||
| 44 | TRAIN BABCOCK ADVISORS LLC | 44,584 | 3,410,000 | 0.43% | ||
| 45 | CROFT-LEOMINSTER INC | 44,341 | 3,391,000 | 0.42% | ||
| 46 | AUXIER ASSET MANAGEMENT LLC | 44,248 | 3,384,000 | 0.42% | ||
| 47 | SHELTON CAPITAL MANAGEMENT | 33,440 | 2,557,000 | 0.32% | ||
| 48 | CONDOR CAPITAL MANAGEMENT | 32,347 | 2,474,000 | 0.31% | ||
| 49 | Karp Capital Management Corp | 31,689 | 2,424,000 | 0.30% | ||
| 50 | DEARBORN PARTNERS LLC | 29,882 | 2,285,000 | 0.29% |
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.