| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARGENT CAPITAL MANAGEMENT LLC | 152,549 | 29,004,000 | 54.28% | ||
| 2 | Geneva Advisors, LLC | 78,759 | 14,974,000 | 28.03% | ||
| 3 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 19,200 | 3,650,000 | 6.83% | ||
| 4 | Main Street Research LLC | 10,133 | 2,441,000 | 4.57% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 4,139 | 787,000 | 1.47% | ||
| 6 | Waldron Private Wealth LLC | 2,602 | 494,000 | 0.92% | ||
| 7 | RONALD BLUE & CO LLC | 2,541 | 483,000 | 0.90% | ||
| 8 | World Asset Management Inc | 2,200 | 418,000 | 0.78% | ||
| 9 | FALCON POINT CAPITAL, LLC | 1,809 | 344,000 | 0.64% | ||
| 10 | SVB WEALTH LLC | 1,198 | 228,000 | 0.43% | ||
| 11 | Karp Capital Management Corp | 1,139 | 217,000 | 0.41% | ||
| 12 | S&CO INC | 1,098 | 209,000 | 0.39% | ||
| 13 | Crosspoint Capital Strategies, LLC | 869 | 165,000 | 0.31% | ||
| 14 | QUADRANT CAPITAL GROUP LLC | 94 | 16,000 | 0.03% |
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.
