| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 152,353 | 20,350,000 | 56.82% | ||
| 2 | Capital Investment Services of America, Inc. | 64,898 | 8,668,000 | 24.20% | ||
| 3 | HEADINVEST, LLC | 26,266 | 3,508,000 | 9.79% | ||
| 4 | PRIO WEALTH LIMITED PARTNERSHIP | 9,465 | 1,264,000 | 3.53% | ||
| 5 | DEARBORN PARTNERS LLC | 5,600 | 748,000 | 2.09% | ||
| 6 | World Asset Management Inc | 4,994 | 667,000 | 1.86% | ||
| 7 | Aureus Asset Management, LLC | 2,314 | 309,000 | 0.86% | ||
| 8 | Birch Hill Investment Advisors LLC | 2,050 | 274,000 | 0.77% | ||
| 9 | Vigilant Capital Management, LLC | 200 | 27,000 | 0.08% |
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.
