| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 244,325 | 36,226,000 | 53.36% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 153,505 | 22,760,000 | 33.52% | ||
| 3 | HEADINVEST, LLC | 34,115 | 5,058,000 | 7.45% | ||
| 4 | PRIO WEALTH LIMITED PARTNERSHIP | 9,465 | 1,403,000 | 2.07% | ||
| 5 | DEARBORN PARTNERS LLC | 5,500 | 815,000 | 1.20% | ||
| 6 | World Asset Management Inc | 3,928 | 582,000 | 0.86% | ||
| 7 | REYNOLDS CAPITAL MANAGEMENT LLC | 2,500 | 371,000 | 0.55% | ||
| 8 | Aureus Asset Management, LLC | 2,314 | 343,000 | 0.51% | ||
| 9 | Birch Hill Investment Advisors LLC | 2,050 | 304,000 | 0.45% | ||
| 10 | Vigilant Capital Management, LLC | 200 | 30,000 | 0.04% |
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.
