| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 450,932 | 47,100,000 | 68.84% | ||
| 2 | DAVIS R M INC | 123,517 | 12,901,000 | 18.86% | ||
| 3 | ABNER HERRMAN & BROCK LLC | 35,967 | 3,757,000 | 5.49% | ||
| 4 | World Asset Management Inc | 26,454 | 2,763,000 | 4.04% | ||
| 5 | Veritable, L.P. | 5,862 | 612,000 | 0.89% | ||
| 6 | Laird Norton Wetherby Wealth Management, LLC | 4,356 | 455,000 | 0.67% | ||
| 7 | SHELTON CAPITAL MANAGEMENT | 3,062 | 320,000 | 0.47% | ||
| 8 | Douglass Winthrop Advisors, LLC | 2,200 | 230,000 | 0.34% | ||
| 9 | SVB WEALTH LLC | 1,965 | 205,000 | 0.30% | ||
| 10 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 700 | 73,000 | 0.11% |
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.
