| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 109,778 | 16,370,000 | 41.40% | ||
| 2 | Curi Capital, LLC | 109,244 | 16,290,000 | 41.20% | ||
| 3 | SCHALLER INVESTMENT GROUP INC | 16,875 | 2,516,000 | 6.36% | ||
| 4 | WEIK CAPITAL MANAGEMENT | 11,751 | 1,752,000 | 4.43% | ||
| 5 | World Asset Management Inc | 7,358 | 1,097,000 | 2.77% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 7,194 | 1,073,000 | 2.71% | ||
| 7 | FIRST FOUNDATION ADVISORS | 2,942 | 439,000 | 1.11% |
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.
