| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 151,621 | 17,866,000 | 69.90% | ||
| 2 | HEADINVEST, LLC | 34,100 | 4,831,000 | 18.90% | ||
| 3 | PRIO WEALTH LIMITED PARTNERSHIP | 9,465 | 1,115,000 | 4.36% | ||
| 4 | DEARBORN PARTNERS LLC | 5,550 | 654,000 | 2.56% | ||
| 5 | World Asset Management Inc | 4,823 | 568,000 | 2.22% | ||
| 6 | Aureus Asset Management, LLC | 2,214 | 261,000 | 1.02% | ||
| 7 | Birch Hill Investment Advisors LLC | 2,050 | 242,000 | 0.95% | ||
| 8 | Vigilant Capital Management, LLC | 200 | 24,000 | 0.09% |
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.
