| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | THOMASPARTNERS, INC. | 2,393,164 | 208,875,000 | 14.63% | ||
| 2 | Avalon Investment & Advisory | 1,140,089 | 99,507,000 | 6.97% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 862,706 | 75,297,000 | 5.28% | ||
| 4 | PRIO WEALTH LIMITED PARTNERSHIP | 706,419 | 61,656,000 | 4.32% | ||
| 5 | NICHOLS & PRATT ADVISERS LLP /MA | 670,161 | 58,492,000 | 4.10% | ||
| 6 | World Asset Management Inc | 463,792 | 40,480,000 | 2.84% | ||
| 7 | BARR E S & CO | 360,136 | 31,433,000 | 2.20% | ||
| 8 | Kimelman & Baird, LLC | 343,439 | 29,975,000 | 2.10% | ||
| 9 | AMERICAN NATIONAL INSURANCE CO | 328,329 | 28,657,000 | 2.01% | ||
| 10 | BOWEN HANES & CO INC | 322,208 | 28,122,000 | 1.97% | ||
| 11 | S&CO INC | 277,565 | 24,226,000 | 1.70% | ||
| 12 | FARR MILLER & WASHINGTON LLC/DC | 259,668 | 22,663,000 | 1.59% | ||
| 13 | LODESTAR INVESTMENT COUNSEL LLC/IL | 233,177 | 20,352,000 | 1.43% | ||
| 14 | Azimuth Capital Management LLC | 229,061 | 19,992,000 | 1.40% | ||
| 15 | SHELTON CAPITAL MANAGEMENT | 219,922 | 19,850,000 | 1.39% | ||
| 16 | PARTHENON LLC | 222,258 | 19,399,000 | 1.36% | ||
| 17 | QCI ASSET MANAGEMENT INC/NY | 216,973 | 18,937,000 | 1.33% | ||
| 18 | DEARBORN PARTNERS LLC | 211,173 | 18,431,000 | 1.29% | ||
| 19 | EVERETT HARRIS & CO /CA/ | 208,937 | 18,236,000 | 1.28% | ||
| 20 | ADELL HARRIMAN & CARPENTER INC | 176,845 | 15,435,046 | 1.08% | ||
| 21 | Crestwood Advisors Group, LLC | 175,272 | 15,298,000 | 1.07% | ||
| 22 | ROFFMAN MILLER ASSOCIATES INC /PA/ | 168,616 | 14,717,000 | 1.03% | ||
| 23 | SEIZERT CAPITAL PARTNERS, LLC | 165,194 | 14,418,000 | 1.01% | ||
| 24 | InterOcean Capital, LLC | 164,459 | 14,354,000 | 1.01% | ||
| 25 | GARDNER RUSSO & QUINN LLC | 163,315 | 14,254,000 | 1.00% | ||
| 26 | BUCKHEAD CAPITAL MANAGEMENT LLC | 159,907 | 13,957,000 | 0.98% | ||
| 27 | FORBES J M & CO LLP | 158,568 | 13,839,000 | 0.97% | ||
| 28 | HYMAN CHARLES D | 153,644 | 13,410,000 | 0.94% | ||
| 29 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 152,340 | 13,296,000 | 0.93% | ||
| 30 | Birch Hill Investment Advisors LLC | 145,557 | 12,704,000 | 0.89% | ||
| 31 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 144,437 | 12,606,000 | 0.88% | ||
| 32 | EAGLE GLOBAL ADVISORS LLC | 143,415 | 12,517,000 | 0.88% | ||
| 33 | Geneva Advisors, LLC | 131,113 | 11,444,000 | 0.80% | ||
| 34 | CYPRESS ASSET MANAGEMENT INC/TX | 126,779 | 11,065,000 | 0.78% | ||
| 35 | HUFF W R ASSET MANAGEMENT CO LLC /DE/ | 124,268 | 10,846,000 | 0.76% | ||
| 36 | CARRET ASSET MANAGEMENT, LLC | 119,414 | 10,422,000 | 0.73% | ||
| 37 | HALSEY ASSOCIATES INC/CT | 117,932 | 10,293,000 | 0.72% | ||
| 38 | PETTYJOHN, WOOD & WHITE, INC | 116,124 | 10,135,000 | 0.71% | ||
| 39 | L. Roy Papp & Associates, LLP | 108,476 | 9,468,000 | 0.66% | ||
| 40 | Colonial Trust Advisors | 104,772 | 9,144,000 | 0.64% | ||
| 41 | Stillwater Capital Advisors, LLC | 99,682 | 8,700,000 | 0.61% | ||
| 42 | MONARCH CAPITAL MANAGEMENT INC | 98,235 | 8,574,000 | 0.60% | ||
| 43 | RONALD BLUE & CO LLC | 93,627 | 8,172,000 | 0.57% | ||
| 44 | Lafayette Investments, Inc. | 89,753 | 7,834,000 | 0.55% | ||
| 45 | CCM INVESTMENT ADVISERS LLC | 89,643 | 7,824,000 | 0.55% | ||
| 46 | CrestPoint Capital Management, LLC | 86,479 | 7,548,000 | 0.53% | ||
| 47 | BAINCO INTERNATIONAL INVESTORS | 86,418 | 7,543,000 | 0.53% | ||
| 48 | HEADINVEST, LLC | 83,754 | 7,407,000 | 0.52% | ||
| 49 | 1834 INVESTMENT ADVISORS CO | 83,079 | 7,251,000 | 0.51% | ||
| 50 | LOEB PARTNERS CORP | 79,428 | 6,932,000 | 0.49% |
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.
