| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAPITAL COUNSEL LLC/NY | 1,622,471 | 28,223,000 | 95.84% | ||
| 2 | AMERIPRISE FINANCIAL INC | 47,855 | 833,000 | 2.83% | ||
| 3 | EisnerAmper Wealth Management Corporate Benefits, LLC | 21,477 | 374,000 | 1.27% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 700 | 12,000 | 0.04% | ||
| 5 | GLENMEDE TRUST CO NA | 400 | 6,000 | 0.02% |
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.
