| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 186 | 13,000 | 0.09% | ||
| 2 | Birch Hill Investment Advisors LLC | 3,126 | 217,000 | 1.54% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 3,640 | 253,000 | 1.80% | ||
| 4 | BOSTON FAMILY OFFICE LLC | 6,630 | 460,000 | 3.27% | ||
| 5 | World Asset Management Inc | 9,055 | 629,000 | 4.48% | ||
| 6 | Veritable, L.P. | 12,091 | 839,000 | 5.97% | ||
| 7 | CROFT-LEOMINSTER INC | 28,961 | 2,010,000 | 14.30% | ||
| 8 | Ancora Advisors LLC | 62,131 | 4,314,000 | 30.70% | ||
| 9 | EAGLE GLOBAL ADVISORS LLC | 76,577 | 5,317,000 | 37.84% |
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.
