| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 383,098 | 25,307,000 | 27.50% | ||
| 2 | Curi Capital, LLC | 304,873 | 20,140,000 | 21.88% | ||
| 3 | Geneva Advisors, LLC | 291,765 | 19,274,000 | 20.94% | ||
| 4 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 232,758 | 15,376,000 | 16.71% | ||
| 5 | Hugh Johnson Advisors LLC | 77,591 | 5,126,000 | 5.57% | ||
| 6 | DEARBORN PARTNERS LLC | 36,200 | 2,391,000 | 2.60% | ||
| 7 | D L CARLSON INVESTMENT GROUP INC | 18,795 | 1,242,000 | 1.35% | ||
| 8 | CAPITAL MANAGEMENT ASSOCIATES /NY/ | 15,860 | 1,048,000 | 1.14% | ||
| 9 | Wellington Shields Capital Management, LLC | 12,750 | 842,000 | 0.91% | ||
| 10 | Veritable, L.P. | 12,436 | 822,000 | 0.89% | ||
| 11 | LOEB PARTNERS CORP | 7,000 | 462,000 | 0.50% |
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.
