| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ACR Alpine Capital Research, LLC | 2,979,186 | 95,483,000 | 79.86% | ||
| 2 | NORTHSTAR INVESTMENT ADVISORS LLC | 162,352 | 5,203,000 | 4.35% | ||
| 3 | FRONTIER INVESTMENT MGMT CO | 143,020 | 4,561,000 | 3.81% | ||
| 4 | Richard C. Young & CO., LTD. | 103,096 | 3,304,000 | 2.76% | SH | |
| 5 | LINCLUDEN MANAGEMENT LTD | 85,300 | 2,734,000 | 2.29% | ||
| 6 | Stellar Capital Management, LLC | 56,403 | 1,808,000 | 1.51% | ||
| 7 | Yorktown Management & Research Co Inc | 56,000 | 1,795,000 | 1.50% | ||
| 8 | ADVISORS MANAGEMENT GROUP INC /ADV | 53,619 | 1,718,000 | 1.44% | ||
| 9 | Point View Wealth Management, Inc. | 23,516 | 754,000 | 0.63% | ||
| 10 | GRIMES & Co WEALTH MANAGEMENT, LLC | 17,106 | 548,000 | 0.46% | ||
| 11 | BRR OpCo, LLC | 15,200 | 487,000 | 0.41% | ||
| 12 | Baldwin Investment Management, LLC | 15,051 | 482,000 | 0.40% | SH | |
| 13 | Freedom Investment Management, Inc. | 8,695 | 279,000 | 0.23% | ||
| 14 | West Oak Capital, LLC | 7,592 | 243,324 | 0.20% | ||
| 15 | Vantage Investment Advisors, LLC | 2,421 | 78,000 | 0.07% | ||
| 16 | Hexavest Inc. | 1,704 | 56,000 | 0.05% | ||
| 17 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | 474 | 15,000 | 0.01% | ||
| 18 | American Research & Management Co. | 321 | 10,000 | 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.