| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 480,778 | 30,837,000 | 42.02% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 312,909 | 20,070,000 | 27.35% | ||
| 3 | DAVIS R M INC | 243,892 | 15,643,000 | 21.32% | ||
| 4 | HEADINVEST, LLC | 63,430 | 4,068,000 | 5.54% | ||
| 5 | PRIO WEALTH LIMITED PARTNERSHIP | 18,030 | 1,156,000 | 1.58% | ||
| 6 | DEARBORN PARTNERS LLC | 10,400 | 667,000 | 0.91% | ||
| 7 | REYNOLDS CAPITAL MANAGEMENT LLC | 7,000 | 449,000 | 0.61% | ||
| 8 | Birch Hill Investment Advisors LLC | 4,100 | 263,000 | 0.36% | ||
| 9 | World Asset Management Inc | 3,624 | 232,000 | 0.32% |
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.
