| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KINGS POINT CAPITAL MANAGEMENT | 94,348 | 3,308,000 | 51.90% | ||
| 2 | TRAIN BABCOCK ADVISORS LLC | 23,685 | 830,000 | 13.02% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 22,156 | 777,000 | 12.19% | ||
| 4 | S&CO INC | 20,000 | 701,000 | 11.00% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 14,965 | 525,000 | 8.24% | ||
| 6 | Stillwater Capital Advisors, LLC | 6,640 | 233,000 | 3.66% |
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.
