| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STRATEGIC WEALTH MANAGEMENT INC | 33,184 | 5,401,000 | 43.49% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 9,021 | 1,468,000 | 11.82% | ||
| 3 | MOTCO | 8,416 | 1,369,000 | 11.02% | ||
| 4 | WEDGEWOOD INVESTORS INC /PA/ | 6,965 | 1,134,000 | 9.13% | ||
| 5 | ROANOKE ASSET MANAGEMENT CORP/ NY | 4,817 | 784,000 | 6.31% | ||
| 6 | GOFEN & GLOSSBERG LLC /IL/ | 3,723 | 606,000 | 4.88% | ||
| 7 | CATAWBA CAPITAL MANAGEMENT /VA | 2,037 | 332,000 | 2.67% | ||
| 8 | ALBION FINANCIAL GROUP /UT | 1,867 | 304,000 | 2.45% | ||
| 9 | Hemenway Trust Co LLC | 1,810 | 295,000 | 2.38% | ||
| 10 | RIVERBRIDGE PARTNERS LLC | 1,738 | 283,000 | 2.28% | ||
| 11 | NORTH STAR ASSET MANAGEMENT INC | 1,354 | 220,000 | 1.77% | ||
| 12 | WEALTHPLAN PARTNERS, LLC | 685 | 111,448 | 0.90% | ||
| 13 | REILLY FINANCIAL ADVISORS, LLC | 478 | 78,000 | 0.63% | ||
| 14 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 209 | 34,000 | 0.27% |
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.
