| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 90,665 | 4,350,000 | 38.59% | ||
| 2 | TRAIN BABCOCK ADVISORS LLC | 30,550 | 1,466,000 | 13.00% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 29,204 | 1,401,000 | 12.43% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 20,481 | 983,000 | 8.72% | ||
| 5 | S&CO INC | 20,000 | 960,000 | 8.52% | ||
| 6 | PINNACLE ASSOCIATES LTD | 19,025 | 913,000 | 8.10% | ||
| 7 | WOODMONT INVESTMENT COUNSEL LLC | 15,103 | 725,000 | 6.43% | ||
| 8 | Stillwater Capital Advisors, LLC | 5,600 | 269,000 | 2.39% | ||
| 9 | BOSTON ADVISORS LLC | 4,290 | 206,000 | 1.83% |
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.
