| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STRATEGIC WEALTH MANAGEMENT INC | 13,900 | 2,213,000 | 23.05% | ||
| 2 | MOTCO | 9,035 | 1,561,000 | 16.26% | ||
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 9,021 | 1,558,000 | 16.23% | ||
| 4 | WEDGEWOOD INVESTORS INC /PA/ | 6,801 | 1,174,000 | 12.23% | ||
| 5 | ROANOKE ASSET MANAGEMENT CORP/ NY | 4,817 | 832,000 | 8.67% | ||
| 6 | GOFEN & GLOSSBERG LLC /IL/ | 3,334 | 576,000 | 6.00% | ||
| 7 | RIVERBRIDGE PARTNERS LLC | 2,738 | 473,000 | 4.93% | ||
| 8 | CATAWBA CAPITAL MANAGEMENT /VA | 1,983 | 342,000 | 3.56% | ||
| 9 | ALBION FINANCIAL GROUP /UT | 1,883 | 325,000 | 3.39% | ||
| 10 | Hemenway Trust Co LLC | 1,810 | 310,000 | 3.23% | ||
| 11 | NORTH STAR ASSET MANAGEMENT INC | 1,365 | 236,000 | 2.46% |
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.
