| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAPITAL COUNSEL LLC/NY | 894,220 | 83,037,000 | 49.85% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 310,047 | 28,791,000 | 17.28% | ||
| 3 | DAVIS R M INC | 289,469 | 26,880,000 | 16.14% | ||
| 4 | DF DENT & CO INC | 123,634 | 11,481,000 | 6.89% | ||
| 5 | HEADINVEST, LLC | 67,751 | 6,291,000 | 3.78% | ||
| 6 | FRANKLIN STREET ADVISORS INC /NC | 50,366 | 4,677,000 | 2.81% | ||
| 7 | PRIO WEALTH LIMITED PARTNERSHIP | 18,230 | 1,692,000 | 1.02% | ||
| 8 | Obermeyer Wealth Partners | 17,199 | 1,597,000 | 0.96% | ||
| 9 | DEARBORN PARTNERS LLC | 10,900 | 1,012,000 | 0.61% | ||
| 10 | World Asset Management Inc | 4,653 | 432,000 | 0.26% | ||
| 11 | Aureus Asset Management, LLC | 4,548 | 422,000 | 0.25% | ||
| 12 | Birch Hill Investment Advisors LLC | 2,950 | 274,000 | 0.16% |
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.
