| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIDUCIARY MANAGEMENT INC /WI/ | 3,378,111 | 555,091,000 | 31.60% | ||
| 2 | EAGLE CAPITAL MANAGEMENT LLC | 2,303,218 | 378,465,000 | 21.54% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 449,052 | 73,789,000 | 4.20% | ||
| 4 | PARSONS CAPITAL MANAGEMENT INC/RI | 375,088 | 61,635,000 | 3.51% | ||
| 5 | EVERETT HARRIS & CO /CA/ | 277,531 | 45,604,000 | 2.60% | ||
| 6 | MARKEL GROUP INC. | 204,000 | 33,522,000 | 1.91% | ||
| 7 | STEWART & PATTEN CO LLC | 164,705 | 27,064,000 | 1.54% | ||
| 8 | AMI ASSET MANAGEMENT CORP | 156,507 | 25,717,000 | 1.46% | ||
| 9 | DEARBORN PARTNERS LLC | 129,888 | 21,343,000 | 1.21% | ||
| 10 | GAMBLE JONES INVESTMENT COUNSEL | 127,713 | 20,986,000 | 1.19% | ||
| 11 | Corundum Group, Inc. | 115,051 | 18,905,000 | 1.08% | ||
| 12 | Mariner Wealth Advisors-Cincinnati, LLC | 112,387 | 18,467,000 | 1.05% | ||
| 13 | MCDANIEL TERRY & CO | 108,680 | 17,858,000 | 1.02% | ||
| 14 | L. Roy Papp & Associates, LLP | 96,408 | 15,842,000 | 0.90% | ||
| 15 | ROFFMAN MILLER ASSOCIATES INC /PA/ | 95,542 | 15,699,000 | 0.89% | ||
| 16 | Chesley Taft & Associates LLC | 92,201 | 15,150,000 | 0.86% | ||
| 17 | SOMERVILLE KURT F | 87,362 | 14,355,000 | 0.82% | ||
| 18 | HYMAN CHARLES D | 87,118 | 14,315,000 | 0.81% | ||
| 19 | World Asset Management Inc | 77,038 | 12,659,000 | 0.72% | ||
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 75,766 | 12,450,000 | 0.71% | ||
| 21 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 72,200 | 11,864,000 | 0.68% | ||
| 22 | KCM INVESTMENT ADVISORS LLC | 71,143 | 11,690,000 | 0.67% | ||
| 23 | S&CO INC | 68,439 | 11,246,000 | 0.64% | ||
| 24 | KR CAPITAL ADVISORS INC | 66,329 | 10,899,000 | 0.62% | ||
| 25 | Hemenway Trust Co LLC | 62,940 | 10,342,000 | 0.59% | ||
| 26 | Crestwood Advisors Group, LLC | 62,762 | 10,313,000 | 0.59% | ||
| 27 | Azimuth Capital Management LLC | 60,973 | 10,019,000 | 0.57% | ||
| 28 | FIDGEON TIMOTHY F | 56,699 | 9,318,000 | 0.53% | ||
| 29 | Aureus Asset Management, LLC | 55,755 | 9,162,000 | 0.52% | ||
| 30 | NICHOLS & PRATT ADVISERS LLP /MA | 55,681 | 9,150,000 | 0.52% | ||
| 31 | TAURUS ASSET MANAGEMENT, LLC | 54,012 | 8,875,000 | 0.51% | ||
| 32 | Cetera Advisor Networks LLC | 51,228 | 8,412,000 | 0.48% | ||
| 33 | BUCKHEAD CAPITAL MANAGEMENT LLC | 50,895 | 8,363,000 | 0.48% | ||
| 34 | Kidder Stephen W | 48,440 | 7,960,000 | 0.45% | ||
| 35 | HEADINVEST, LLC | 48,134 | 7,909,000 | 0.45% | ||
| 36 | Broderick Brian C | 47,001 | 7,723,000 | 0.44% | ||
| 37 | Tufton Capital Management | 44,992 | 7,393,000 | 0.42% | ||
| 38 | VANTAGE WEALTH | 43,465 | 7,142,000 | 0.41% | ||
| 39 | Ramsay, Stattman, Vela & Price, Inc. | 42,851 | 7,041,000 | 0.40% | ||
| 40 | Financial Sense Advisors, Inc. | 40,172 | 6,601,000 | 0.38% | ||
| 41 | THOMAS STORY & SON LLC | 38,700 | 6,359,000 | 0.36% | ||
| 42 | PUZO MICHAEL J | 37,884 | 6,225,000 | 0.35% | ||
| 43 | MONARCH CAPITAL MANAGEMENT INC | 37,134 | 6,102,000 | 0.35% | ||
| 44 | DOWLING & YAHNKE LLC | 33,904 | 5,571,000 | 0.32% | ||
| 45 | Patriot Wealth Management, Inc. | 30,742 | 5,051,000 | 0.29% | ||
| 46 | HARTLINE INVESTMENT CORP/ | 30,250 | 4,971,000 | 0.28% | ||
| 47 | CARRET ASSET MANAGEMENT, LLC | 28,600 | 4,699,000 | 0.27% | ||
| 48 | LJ TRUST Co LLC | 28,000 | 4,601,000 | 0.26% | ||
| 49 | Notis-McConarty Edward | 27,235 | 4,475,000 | 0.25% | ||
| 50 | GOULD ASSET MANAGEMENT LLC /CA/ | 26,133 | 4,294,000 | 0.24% |
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.
