| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ACCOUNT MANAGEMENT LLC | 68,445 | 2,374,357 | 43.76% | ||
| 2 | American Research & Management Co. | 36,325 | 1,260,000 | 23.22% | ||
| 3 | WENDELL DAVID ASSOCIATES INC | 34,970 | 1,224,000 | 22.56% | ||
| 4 | Freedom Investment Management, Inc. | 15,896 | 551,000 | 10.15% | ||
| 5 | Gemmer Asset Management LLC | 301 | 10,000 | 0.18% | ||
| 6 | Kingfisher Capital LLC | 205 | 7,000 | 0.13% |
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.
