| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 89,512 | 5,688,000 | 72.85% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 9,132 | 580,000 | 7.43% | ||
| 3 | FULTON BANK, N.A. | 7,133 | 453,000 | 5.80% | ||
| 4 | Arvest Bank Trust Division | 5,570 | 354,000 | 4.53% | ||
| 5 | TOWER BRIDGE ADVISORS | 5,428 | 344,905 | 4.42% | ||
| 6 | W.G. Shaheen & Associates DBA Whitney & Co | 4,987 | 317,000 | 4.06% | ||
| 7 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 817 | 52,000 | 0.67% | ||
| 8 | MONROE BANK & TRUST/MI | 306 | 19,000 | 0.24% |
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.
