| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 392,296 | 24,726,000 | 30.98% | ||
| 2 | Curi Capital, LLC | 352,112 | 22,194,000 | 27.81% | ||
| 3 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 247,618 | 15,607,000 | 19.56% | ||
| 4 | Geneva Advisors, LLC | 105,988 | 6,680,000 | 8.37% | ||
| 5 | Hugh Johnson Advisors LLC | 78,764 | 4,964,000 | 6.22% | ||
| 6 | DEARBORN PARTNERS LLC | 32,600 | 2,055,000 | 2.58% | ||
| 7 | D L CARLSON INVESTMENT GROUP INC | 18,795 | 1,185,000 | 1.48% | ||
| 8 | CAPITAL MANAGEMENT ASSOCIATES /NY/ | 14,660 | 924,000 | 1.16% | ||
| 9 | Wellington Shields Capital Management, LLC | 12,585 | 793,000 | 0.99% | ||
| 10 | Veritable, L.P. | 10,690 | 674,000 | 0.84% |
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.
