| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STRATEGIC WEALTH MANAGEMENT INC | 15,600 | 2,452,000 | 27.31% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 9,050 | 1,422,000 | 15.84% | ||
| 3 | MOTCO | 8,392 | 1,318,000 | 14.68% | ||
| 4 | WEDGEWOOD INVESTORS INC /PA/ | 6,875 | 1,080,000 | 12.03% | ||
| 5 | ROANOKE ASSET MANAGEMENT CORP/ NY | 4,817 | 757,000 | 8.43% | ||
| 6 | GOFEN & GLOSSBERG LLC /IL/ | 3,731 | 586,000 | 6.53% | ||
| 7 | CATAWBA CAPITAL MANAGEMENT /VA | 2,042 | 321,000 | 3.58% | ||
| 8 | ALBION FINANCIAL GROUP /UT | 1,880 | 295,000 | 3.29% | ||
| 9 | Hemenway Trust Co LLC | 1,810 | 284,000 | 3.16% | ||
| 10 | RIVERBRIDGE PARTNERS LLC | 1,579 | 248,000 | 2.76% | ||
| 11 | NORTH STAR ASSET MANAGEMENT INC | 1,363 | 214,000 | 2.38% | ||
| 12 | REILLY FINANCIAL ADVISORS, LLC | 3 | 0 | 0.00% |
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.
