| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KINGS POINT CAPITAL MANAGEMENT | 122,843 | 4,374,000 | 52.32% | ||
| 2 | TRAIN BABCOCK ADVISORS LLC | 38,910 | 1,386,000 | 16.58% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 24,593 | 876,000 | 10.48% | ||
| 4 | S&CO INC | 20,000 | 712,000 | 8.52% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 15,218 | 542,000 | 6.48% | ||
| 6 | PINNACLE ASSOCIATES LTD | 6,660 | 237,000 | 2.83% | ||
| 7 | Stillwater Capital Advisors, LLC | 6,550 | 233,000 | 2.79% |
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.
