| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 7,430 | 288,000 | 4.59% | ||
| 2 | S&CO INC | 20,000 | 775,000 | 12.36% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 22,156 | 858,000 | 13.68% | ||
| 4 | TRAIN BABCOCK ADVISORS LLC | 30,175 | 1,169,000 | 18.64% | ||
| 5 | KINGS POINT CAPITAL MANAGEMENT | 82,118 | 3,181,000 | 50.73% |
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.
