| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 396,733 | 20,678,000 | 29.57% | ||
| 2 | Curi Capital, LLC | 385,103 | 20,072,000 | 28.70% | ||
| 3 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 243,065 | 12,669,000 | 18.11% | ||
| 4 | Geneva Advisors, LLC | 107,873 | 5,622,000 | 8.04% | ||
| 5 | Hugh Johnson Advisors LLC | 80,406 | 4,191,000 | 5.99% | ||
| 6 | DEARBORN PARTNERS LLC | 33,100 | 1,725,000 | 2.47% | ||
| 7 | D L CARLSON INVESTMENT GROUP INC | 29,165 | 1,520,000 | 2.17% | ||
| 8 | Independence Capital Asset Partners, LLC | 27,000 | 1,407,000 | 2.01% | ||
| 9 | Wellington Shields Capital Management, LLC | 12,885 | 672,000 | 0.96% | ||
| 10 | CAPITAL MANAGEMENT ASSOCIATES /NY/ | 12,410 | 647,000 | 0.93% | ||
| 11 | Veritable, L.P. | 11,140 | 581,000 | 0.83% | ||
| 12 | ELEFANTE MICHAEL B | 2,955 | 154,000 | 0.22% |
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.
