| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 156,134 | 18,955,000 | 53.70% | ||
| 2 | Capital Investment Services of America, Inc. | 65,148 | 7,909,000 | 22.41% | ||
| 3 | HEADINVEST, LLC | 26,266 | 3,189,000 | 9.03% | ||
| 4 | THOMAS STORY & SON LLC | 18,350 | 2,228,000 | 6.31% | ||
| 5 | PRIO WEALTH LIMITED PARTNERSHIP | 9,465 | 1,149,000 | 3.25% | ||
| 6 | DEARBORN PARTNERS LLC | 5,600 | 680,000 | 1.93% | ||
| 7 | World Asset Management Inc | 5,087 | 618,000 | 1.75% | ||
| 8 | Aureus Asset Management, LLC | 2,464 | 299,000 | 0.85% | ||
| 9 | Birch Hill Investment Advisors LLC | 2,050 | 249,000 | 0.71% | ||
| 10 | Vigilant Capital Management, LLC | 200 | 24,000 | 0.07% |
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.
