| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 419,347 | 47,173,000 | 55.72% | ||
| 2 | DAVIS R M INC | 140,314 | 15,784,000 | 18.64% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 91,538 | 10,297,000 | 12.16% | ||
| 4 | ABNER HERRMAN & BROCK LLC | 35,244 | 3,965,000 | 4.68% | ||
| 5 | World Asset Management Inc | 26,990 | 3,036,000 | 3.59% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12,672 | 1,425,000 | 1.68% | ||
| 7 | ROTHSCHILD INVESTMENT LLC /IL | 10,456 | 1,176,000 | 1.39% | ||
| 8 | Veritable, L.P. | 8,434 | 949,000 | 1.12% | ||
| 9 | Laird Norton Wetherby Wealth Management, LLC | 4,303 | 484,000 | 0.57% | ||
| 10 | Douglass Winthrop Advisors, LLC | 2,611 | 294,000 | 0.35% | ||
| 11 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 700 | 79,000 | 0.09% |
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.
