| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 492,915 | 36,599,000 | 39.95% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 315,904 | 23,456,000 | 25.60% | ||
| 3 | DAVIS R M INC | 265,062 | 19,681,000 | 21.48% | ||
| 4 | HEADINVEST, LLC | 63,530 | 4,717,000 | 5.15% | ||
| 5 | FRANKLIN STREET ADVISORS INC /NC | 44,975 | 3,340,000 | 3.65% | ||
| 6 | PRIO WEALTH LIMITED PARTNERSHIP | 18,030 | 1,338,000 | 1.46% | ||
| 7 | DEARBORN PARTNERS LLC | 10,400 | 772,000 | 0.84% | ||
| 8 | REYNOLDS CAPITAL MANAGEMENT LLC | 8,000 | 594,000 | 0.65% | ||
| 9 | Aureus Asset Management, LLC | 7,548 | 560,000 | 0.61% | ||
| 10 | World Asset Management Inc | 4,346 | 323,000 | 0.35% | ||
| 11 | Birch Hill Investment Advisors LLC | 3,200 | 238,000 | 0.26% |
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.
