| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOFEN & GLOSSBERG LLC /IL/ | 28,230 | 569,000 | 35.23% | ||
| 2 | STEWART & PATTEN CO LLC | 20,423 | 412,000 | 25.51% | ||
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 14,764 | 298,000 | 18.45% | ||
| 4 | CG Asset Management LLC | 10,000 | 202,000 | 12.51% | ||
| 5 | MOTCO | 6,639 | 134,000 | 8.30% |
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.
