| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KORNITZER CAPITAL MANAGEMENT INC /KS | 288,400 | 10,902,000 | 34.00% | ||
| 2 | AMI ASSET MANAGEMENT CORP | 283,170 | 10,704,000 | 33.38% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 61,963 | 2,342,000 | 7.30% | ||
| 4 | TRAIN BABCOCK ADVISORS LLC | 49,179 | 1,858,000 | 5.79% | ||
| 5 | Geneva Advisors, LLC | 31,265 | 1,182,000 | 3.69% | ||
| 6 | S&CO INC | 25,265 | 955,000 | 2.98% | ||
| 7 | World Asset Management Inc | 23,271 | 880,000 | 2.74% | ||
| 8 | Veritable, L.P. | 21,073 | 797,000 | 2.49% | ||
| 9 | Clean Yield Group | 20,100 | 760,000 | 2.37% | ||
| 10 | Willingdon Wealth Management | 18,211 | 688,000 | 2.15% | ||
| 11 | BEACH INVESTMENT COUNSEL INC/PA | 10,704 | 405,000 | 1.26% | ||
| 12 | D L CARLSON INVESTMENT GROUP INC | 8,290 | 313,000 | 0.98% | ||
| 13 | RONALD BLUE & CO LLC | 5,462 | 206,000 | 0.64% | ||
| 14 | MONETARY MANAGEMENT GROUP INC | 1,700 | 64,000 | 0.20% | ||
| 15 | First City Capital Management, Inc. | 311 | 11,756 | 0.04% |
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.
