| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 241,385 | 37,289,000 | 53.44% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 154,488 | 23,865,000 | 34.20% | ||
| 3 | HEADINVEST, LLC | 30,615 | 4,729,000 | 6.78% | ||
| 4 | PRIO WEALTH LIMITED PARTNERSHIP | 9,015 | 1,392,000 | 1.99% | ||
| 5 | DEARBORN PARTNERS LLC | 5,500 | 850,000 | 1.22% | ||
| 6 | World Asset Management Inc | 3,856 | 596,000 | 0.85% | ||
| 7 | REYNOLDS CAPITAL MANAGEMENT LLC | 2,500 | 386,000 | 0.55% | ||
| 8 | Aureus Asset Management, LLC | 2,274 | 351,000 | 0.50% | ||
| 9 | Birch Hill Investment Advisors LLC | 2,050 | 317,000 | 0.45% |
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.
