| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 320,850 | 25,129,000 | 35.48% | ||
| 2 | DAVIS R M INC | 286,857 | 22,467,000 | 31.72% | ||
| 3 | DF DENT & CO INC | 122,053 | 9,559,000 | 13.50% | ||
| 4 | HEADINVEST, LLC | 62,751 | 4,915,000 | 6.94% | ||
| 5 | FRANKLIN STREET ADVISORS INC /NC | 53,191 | 4,166,000 | 5.88% | ||
| 6 | Obermeyer Wealth Partners | 22,599 | 1,770,000 | 2.50% | ||
| 7 | PRIO WEALTH LIMITED PARTNERSHIP | 18,030 | 1,412,000 | 1.99% | ||
| 8 | DEARBORN PARTNERS LLC | 10,400 | 815,000 | 1.15% | ||
| 9 | World Asset Management Inc | 4,399 | 345,000 | 0.49% | ||
| 10 | Birch Hill Investment Advisors LLC | 3,150 | 247,000 | 0.35% |
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.
