| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 10,000 | 242,000 | 37.62% | ||
| 2 | WILLIAMS JONES & ASSOCIATES LLC | 8,426 | 204,000 | 31.71% | ||
| 3 | MOTCO | 5,703 | 138,000 | 21.45% | ||
| 4 | Estabrook Capital Management | 1,628 | 39,332 | 6.11% | ||
| 5 | GLENMEDE TRUST CO NA | 631 | 15,000 | 2.33% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 179 | 4,000 | 0.62% | ||
| 7 | CT Financial Advisors LLC | 42 | 1,026 | 0.16% |
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.
