| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KINGS POINT CAPITAL MANAGEMENT | 80,137 | 3,028,000 | 49.95% | ||
| 2 | TRAIN BABCOCK ADVISORS LLC | 30,575 | 1,155,000 | 19.05% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 22,156 | 837,000 | 13.81% | ||
| 4 | S&CO INC | 20,000 | 756,000 | 12.47% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 7,565 | 286,000 | 4.72% |
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.
