| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ACCOUNT MANAGEMENT LLC | 66,455 | 1,604,224 | 54.95% | ||
| 2 | WENDELL DAVID ASSOCIATES INC | 27,340 | 656,000 | 22.47% | ||
| 3 | Freedom Investment Management, Inc. | 19,149 | 462,000 | 15.83% | ||
| 4 | American Research & Management Co. | 7,980 | 193,000 | 6.61% | ||
| 5 | Gemmer Asset Management LLC | 186 | 4,000 | 0.14% |
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.
