| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ACCOUNT MANAGEMENT LLC | 76,345 | 4,040,177 | 48.08% | ||
| 2 | WENDELL DAVID ASSOCIATES INC | 42,620 | 2,259,000 | 26.88% | ||
| 3 | American Research & Management Co. | 33,955 | 1,797,000 | 21.38% | ||
| 4 | Freedom Investment Management, Inc. | 8,849 | 275,000 | 3.27% | ||
| 5 | JNBA Financial Advisors | 300 | 16,000 | 0.19% | ||
| 6 | Gemmer Asset Management LLC | 301 | 16,000 | 0.19% |
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.