| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 76,503 | 6,340,000 | 49.74% | ||
| 2 | World Asset Management Inc | 17,383 | 1,440,000 | 11.30% | ||
| 3 | Sandhill Capital Partners LLC | 14,126 | 1,171,000 | 9.19% | ||
| 4 | Wellington Shields Capital Management, LLC | 12,400 | 1,028,000 | 8.07% | ||
| 5 | Bollard Group LLC | 7,077 | 586,000 | 4.60% | ||
| 6 | Atlas Brown,Inc. | 6,440 | 534,000 | 4.19% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 5,229 | 433,000 | 3.40% | ||
| 8 | KEELEY ASSET MANAGEMENT CORP | 3,280 | 272,000 | 2.13% | ||
| 9 | Hemenway Trust Co LLC | 3,135 | 260,000 | 2.04% | ||
| 10 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 2,800 | 232,000 | 1.82% | ||
| 11 | FORT PITT CAPITAL GROUP INC | 2,772 | 230,000 | 1.80% | ||
| 12 | BOSTON FAMILY OFFICE LLC | 2,650 | 220,000 | 1.73% |
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.
