| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 15,208 | 2,745,000 | 26.29% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 9,371 | 1,691,000 | 16.20% | ||
| 3 | WEDGEWOOD INVESTORS INC /PA/ | 6,980 | 1,260,000 | 12.07% | ||
| 4 | Janney Montgomery Scott LLC | 6,646 | 1,141,892 | 10.94% | ||
| 5 | ROANOKE ASSET MANAGEMENT CORP/ NY | 4,817 | 869,000 | 8.32% | ||
| 6 | GOFEN & GLOSSBERG LLC /IL/ | 4,227 | 763,000 | 7.31% | ||
| 7 | CATAWBA CAPITAL MANAGEMENT /VA | 2,208 | 398,000 | 3.81% | ||
| 8 | RIVERBRIDGE PARTNERS LLC | 2,039 | 368,000 | 3.52% | ||
| 9 | ALBION FINANCIAL GROUP /UT | 1,845 | 333,000 | 3.19% | ||
| 10 | Hemenway Trust Co LLC | 1,810 | 326,000 | 3.12% | ||
| 11 | NORTH STAR ASSET MANAGEMENT INC | 1,339 | 242,000 | 2.32% | ||
| 12 | APPLETON PARTNERS INC/MA | 1,227 | 221,000 | 2.12% | ||
| 13 | REILLY FINANCIAL ADVISORS, LLC | 455 | 82,000 | 0.79% |
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.
