| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 313,723 | 13,741,000 | 44.14% | ||
| 2 | Fiera Capital Corp | 251,303 | 11,007,000 | 35.36% | ||
| 3 | Azimuth Capital Management LLC | 92,077 | 4,033,000 | 12.95% | ||
| 4 | Avalon Investment & Advisory | 53,677 | 2,351,000 | 7.55% |
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.
