| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 82,899 | 5,335,000 | 64.70% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 9,142 | 588,000 | 7.13% | ||
| 3 | FULTON BANK, N.A. | 6,499 | 418,000 | 5.07% | ||
| 4 | Arvest Bank Trust Division | 5,606 | 361,000 | 4.38% | ||
| 5 | TOWER BRIDGE ADVISORS | 5,463 | 351,528 | 4.26% | ||
| 6 | First Fiduciary Investment Counsel, Inc. | 5,214 | 336,000 | 4.07% | ||
| 7 | Hemenway Trust Co LLC | 5,012 | 323,000 | 3.92% | ||
| 8 | Fisher Asset Management, LLC | 3,962 | 259,000 | 3.14% | ||
| 9 | MONTGOMERY INVESTMENT MANAGEMENT INC | 3,127 | 201,000 | 2.44% | ||
| 10 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 817 | 53,000 | 0.64% | ||
| 11 | MONROE BANK & TRUST/MI | 306 | 20,000 | 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.
