| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 91,935 | 6,127,000 | 67.83% | ||
| 2 | GLENMEDE TRUST CO NA | 15,771 | 1,050,000 | 11.62% | ||
| 3 | FULTON BANK, N.A. | 13,221 | 881,000 | 9.75% | ||
| 4 | GOFEN & GLOSSBERG LLC /IL/ | 8,433 | 560,000 | 6.20% | ||
| 5 | TOWER BRIDGE ADVISORS | 4,814 | 320,824 | 3.55% | ||
| 6 | MONROE BANK & TRUST/MI | 1,403 | 94,000 | 1.04% |
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.
