| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Clean Yield Group | 78,788 | 2,104,000 | 39.33% | ||
| 2 | Hamilton Point Investment Advisors, LLC | 42,801 | 1,143,000 | 21.37% | ||
| 3 | CARRET ASSET MANAGEMENT, LLC | 18,941 | 506,000 | 9.46% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16,364 | 437,000 | 8.17% | ||
| 5 | World Asset Management Inc | 14,077 | 376,000 | 7.03% | ||
| 6 | Azimuth Capital Management LLC | 9,847 | 263,000 | 4.92% | ||
| 7 | ROFFMAN MILLER ASSOCIATES INC /PA/ | 9,274 | 248,000 | 4.64% | ||
| 8 | Stillwater Capital Advisors, LLC | 8,498 | 227,000 | 4.24% | ||
| 9 | Karp Capital Management Corp | 1,039 | 28,000 | 0.52% | ||
| 10 | QCI ASSET MANAGEMENT INC/NY | 625 | 17,000 | 0.32% |
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.
