| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SMITH HAYES Advisers, Inc | 86,737 | 3,871,000 | 50.05% | ||
| 2 | World Asset Management Inc | 35,240 | 1,572,000 | 20.32% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 10,883 | 486,000 | 6.28% | ||
| 4 | Constellation Wealth Advisors, LLC | 8,829 | 394,000 | 5.09% | ||
| 5 | BOSTON FAMILY OFFICE LLC | 8,025 | 358,000 | 4.63% | ||
| 6 | RONALD BLUE & CO LLC | 6,814 | 304,000 | 3.93% | ||
| 7 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6,500 | 290,000 | 3.75% | ||
| 8 | Ameritas Investment Partners, Inc. | 5,708 | 255,000 | 3.30% | ||
| 9 | GARDNER RUSSO & QUINN LLC | 4,600 | 205,000 | 2.65% |
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.
