| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Douglass Winthrop Advisors, LLC | 101,280 | 354,000 | 40.20% | ||
| 2 | GRIMES & Co WEALTH MANAGEMENT, LLC | 34,531 | 121,000 | 13.74% | ||
| 3 | Horrell Capital Management, Inc. | 30,000 | 105,000 | 11.92% | ||
| 4 | Glassman Wealth Services | 24,110 | 84,000 | 9.54% | ||
| 5 | ALTFEST L J & CO INC | 20,195 | 70,683 | 8.03% | ||
| 6 | Ironwood Investment Counsel, LLC | 15,000 | 53,000 | 6.02% | ||
| 7 | BRR OpCo, LLC | 15,000 | 53,000 | 6.02% | ||
| 8 | KING LUTHER CAPITAL MANAGEMENT CORP | 10,000 | 35,000 | 3.97% | ||
| 9 | Nelson Capital Management, LLC | 1,426 | 5,000 | 0.57% |
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.
