| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOUTH TEXAS MONEY MANAGEMENT LTD | 22,256 | 1,302,000 | 46.80% | ||
| 2 | Hemenway Trust Co LLC | 8,407 | 492,000 | 17.69% | ||
| 3 | Janney Montgomery Scott LLC | 6,863 | 401,000 | 14.41% | ||
| 4 | Endurance Wealth Management, Inc. | 5,416 | 316,000 | 11.36% | ||
| 5 | 1834 INVESTMENT ADVISORS CO | 4,610 | 270,000 | 9.71% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 10 | 1,000 | 0.04% |
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.
