| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Clean Yield Group | 78,988 | 1,859,000 | 32.60% | ||
| 2 | Silver Lake Advisory, LLC | 49,092 | 1,155,000 | 20.25% | ||
| 3 | Hamilton Point Investment Advisors, LLC | 41,347 | 973,000 | 17.06% | ||
| 4 | CARRET ASSET MANAGEMENT, LLC | 18,941 | 446,000 | 7.82% | ||
| 5 | World Asset Management Inc | 16,276 | 383,000 | 6.72% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,745 | 370,000 | 6.49% | ||
| 7 | Cetera Advisor Networks LLC | 11,353 | 270,000 | 4.73% | ||
| 8 | Azimuth Capital Management LLC | 9,847 | 232,000 | 4.07% | ||
| 9 | QCI ASSET MANAGEMENT INC/NY | 625 | 15,000 | 0.26% |
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.
