| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | American Research & Management Co. | 167,500 | 4,182,000 | 68.34% | ||
| 2 | AMERIPRISE FINANCIAL INC | 22,606 | 564,000 | 9.22% | ||
| 3 | PRIVATE TRUST CO NA | 11,500 | 287,000 | 4.69% | ||
| 4 | Essex Financial Services, Inc. | 10,505 | 262,000 | 4.28% | ||
| 5 | GLENMEDE TRUST CO NA | 10,000 | 248,000 | 4.05% | ||
| 6 | Benchmark Capital Advisors | 8,700 | 217,000 | 3.55% | ||
| 7 | REILLY FINANCIAL ADVISORS, LLC | 8,178 | 204,000 | 3.33% | ||
| 8 | Joel Isaacson & Co., LLC | 2,500 | 62,000 | 1.01% | ||
| 9 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 2,000 | 50,000 | 0.82% | ||
| 10 | Highlander Capital Management, LLC | 1,250 | 31,212 | 0.51% | ||
| 11 | MCGLINN CAPITAL MANAGEMENT INC | 400 | 10,000 | 0.16% | ||
| 12 | Estabrook Capital Management | 80 | 1,998 | 0.03% |
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.
