| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Dana Investment Advisors, Inc. | 109,799 | 29,915,000 | 67.67% | ||
| 2 | Redwood Investments, LLC | 26,285 | 7,161,000 | 16.20% | SH | |
| 3 | RiverPark Advisors, LLC | 13,267 | 3,615,000 | 8.18% | ||
| 4 | NOESIS CAPITAL MANGEMENT CORP | 4,727 | 1,288,000 | 2.91% | ||
| 5 | Manchester Capital Management LLC | 2,345 | 639,000 | 1.45% | ||
| 6 | Alpine Global Management, LLC | 1,690 | 460,000 | 1.04% | ||
| 7 | NatWest Group plc | 1,109 | 302,000 | 0.68% | ||
| 8 | BRIGHTON JONES LLC | 1,031 | 281,000 | 0.64% | ||
| 9 | Constellation Investments, Inc. | 1,000 | 272,000 | 0.62% | ||
| 10 | Advisors Preferred, LLC | 617 | 168,101 | 0.38% | ||
| 11 | TOMPKINS FINANCIAL CORP | 230 | 63,000 | 0.14% | ||
| 12 | Nelson Capital Management, LLC | 150 | 41,000 | 0.09% | ||
| 13 | SECURITY NATIONAL TRUST CO | 10 | 3,000 | 0.01% |
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.
