| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ACCOUNT MANAGEMENT LLC | 90,255 | 3,117,408 | 64.26% | ||
| 2 | Freedom Investment Management, Inc. | 20,442 | 706,000 | 14.55% | ||
| 3 | WENDELL DAVID ASSOCIATES INC | 20,415 | 705,000 | 14.53% | ||
| 4 | American Research & Management Co. | 9,180 | 317,000 | 6.53% | ||
| 5 | Gemmer Asset Management LLC | 186 | 6,000 | 0.12% |
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.
