| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 764,592 | 50,953,000 | 57.83% | ||
| 2 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 231,838 | 15,450,000 | 17.54% | ||
| 3 | Curi Capital, LLC | 186,330 | 12,417,000 | 14.09% | ||
| 4 | Hugh Johnson Advisors LLC | 77,931 | 5,193,000 | 5.89% | ||
| 5 | D L CARLSON INVESTMENT GROUP INC | 18,670 | 1,244,000 | 1.41% | ||
| 6 | Wellington Shields Capital Management, LLC | 13,210 | 880,000 | 1.00% | ||
| 7 | Veritable, L.P. | 12,424 | 828,000 | 0.94% | ||
| 8 | LOEB PARTNERS CORP | 7,000 | 467,000 | 0.53% | ||
| 9 | CAPITAL MANAGEMENT ASSOCIATES /NY/ | 7,000 | 466,000 | 0.53% | ||
| 10 | World Asset Management Inc | 3,061 | 204,000 | 0.23% |
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.
