| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 183,834 | 12,867,000 | 53.98% | ||
| 2 | Hugh Johnson Advisors LLC | 78,774 | 5,513,000 | 23.13% | ||
| 3 | D L CARLSON INVESTMENT GROUP INC | 21,170 | 1,482,000 | 6.22% | ||
| 4 | Wellington Shields Capital Management, LLC | 15,510 | 1,086,000 | 4.56% | ||
| 5 | Veritable, L.P. | 13,090 | 916,000 | 3.84% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 12,476 | 873,000 | 3.66% | ||
| 7 | CAPITAL MANAGEMENT ASSOCIATES /NY/ | 7,000 | 490,000 | 2.06% | ||
| 8 | LOEB PARTNERS CORP | 4,000 | 280,000 | 1.17% | ||
| 9 | World Asset Management Inc | 3,380 | 237,000 | 0.99% | ||
| 10 | Evercore Wealth Management, LLC | 1,330 | 93,000 | 0.39% |
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.
