| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 392,788 | 24,655,000 | 32.08% | ||
| 2 | Curi Capital, LLC | 312,935 | 19,643,000 | 25.56% | ||
| 3 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 235,368 | 14,774,000 | 19.22% | ||
| 4 | Geneva Advisors, LLC | 111,123 | 6,975,000 | 9.08% | ||
| 5 | Hugh Johnson Advisors LLC | 77,807 | 4,884,000 | 6.35% | ||
| 6 | DEARBORN PARTNERS LLC | 32,600 | 2,046,000 | 2.66% | ||
| 7 | D L CARLSON INVESTMENT GROUP INC | 18,795 | 1,180,000 | 1.54% | ||
| 8 | CAPITAL MANAGEMENT ASSOCIATES /NY/ | 15,460 | 970,000 | 1.26% | ||
| 9 | Wellington Shields Capital Management, LLC | 12,750 | 800,000 | 1.04% | ||
| 10 | Veritable, L.P. | 10,758 | 675,000 | 0.88% | ||
| 11 | LOEB PARTNERS CORP | 4,000 | 251,000 | 0.33% | ||
| 12 | Pinnacle Holdings, LLC | 68 | 4,268 | 0.01% | SH |
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.
