| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Independence Capital Asset Partners, LLC | 269,609 | 20,213,000 | 40.20% | ||
| 2 | EAGLE GLOBAL ADVISORS LLC | 172,181 | 12,908,000 | 25.67% | ||
| 3 | World Asset Management Inc | 52,369 | 3,926,000 | 7.81% | ||
| 4 | W.G. Shaheen & Associates DBA Whitney & Co | 49,800 | 3,734,000 | 7.43% | ||
| 5 | Convergence Investment Partners, LLC | 35,110 | 2,632,000 | 5.23% | ||
| 6 | Boston Common Asset Management, LLC | 18,888 | 1,416,000 | 2.82% | ||
| 7 | PRIO WEALTH LIMITED PARTNERSHIP | 15,980 | 1,198,000 | 2.38% | ||
| 8 | STEWART & PATTEN CO LLC | 10,300 | 772,000 | 1.54% | ||
| 9 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 10,000 | 750,000 | 1.49% | ||
| 10 | TRAIN BABCOCK ADVISORS LLC | 8,000 | 600,000 | 1.19% | ||
| 11 | LOEB PARTNERS CORP | 6,500 | 487,000 | 0.97% | ||
| 12 | DREMAN VALUE MANAGEMENT, L L C | 5,665 | 425,000 | 0.85% | ||
| 13 | Constellation Wealth Advisors, LLC | 5,500 | 412,000 | 0.82% | ||
| 14 | AUXIER ASSET MANAGEMENT LLC | 5,239 | 393,000 | 0.78% | ||
| 15 | REYNOLDS CAPITAL MANAGEMENT LLC | 3,500 | 262,000 | 0.52% | ||
| 16 | Bollard Group LLC | 2,000 | 150,000 | 0.30% |
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.
