| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 82,899 | 5,559,000 | 70.71% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 9,164 | 615,000 | 7.82% | ||
| 3 | FULTON BANK, N.A. | 6,499 | 436,000 | 5.55% | ||
| 4 | Arvest Bank Trust Division | 5,664 | 380,000 | 4.83% | ||
| 5 | TOWER BRIDGE ADVISORS | 5,537 | 371,332 | 4.72% | ||
| 6 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 3,364 | 226,000 | 2.87% | ||
| 7 | Hemenway Trust Co LLC | 3,269 | 219,000 | 2.79% | ||
| 8 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 817 | 55,000 | 0.70% |
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.
