| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAPITAL COUNSEL LLC/NY | 786,956 | 92,286,000 | 52.74% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 299,321 | 35,101,000 | 20.06% | ||
| 3 | DAVIS R M INC | 258,733 | 30,342,000 | 17.34% | ||
| 4 | HEADINVEST, LLC | 58,171 | 6,822,000 | 3.90% | ||
| 5 | FRANKLIN STREET ADVISORS INC /NC | 23,140 | 2,714,000 | 1.55% | ||
| 6 | PRIO WEALTH LIMITED PARTNERSHIP | 16,630 | 1,950,000 | 1.11% | ||
| 7 | Obermeyer Wealth Partners | 16,249 | 1,906,000 | 1.09% | ||
| 8 | NorthCoast Asset Management LLC | 14,492 | 1,699,000 | 0.97% | ||
| 9 | World Asset Management Inc | 5,706 | 669,000 | 0.38% | ||
| 10 | Kimelman & Baird, LLC | 5,000 | 586,000 | 0.33% | ||
| 11 | DEARBORN PARTNERS LLC | 4,900 | 575,000 | 0.33% | ||
| 12 | Birch Hill Investment Advisors LLC | 2,750 | 322,000 | 0.18% |
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.
