| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Clean Yield Group | 86,595 | 2,271,000 | 41.25% | ||
| 2 | Hamilton Point Investment Advisors, LLC | 40,437 | 1,060,000 | 19.25% | ||
| 3 | Cetera Advisor Networks LLC | 28,320 | 745,000 | 13.53% | ||
| 4 | CARRET ASSET MANAGEMENT, LLC | 18,941 | 497,000 | 9.03% | ||
| 5 | World Asset Management Inc | 16,624 | 436,000 | 7.92% | ||
| 6 | Azimuth Capital Management LLC | 9,847 | 258,000 | 4.69% | ||
| 7 | Stillwater Capital Advisors, LLC | 8,498 | 223,000 | 4.05% | ||
| 8 | QCI ASSET MANAGEMENT INC/NY | 625 | 16,000 | 0.29% |
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.
