| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Independence Capital Asset Partners, LLC | 126,811 | 12,006,000 | 62.89% | ||
| 2 | World Asset Management Inc | 30,921 | 2,927,000 | 15.33% | ||
| 3 | FRANKLIN STREET ADVISORS INC /NC | 22,835 | 2,162,000 | 11.33% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 9,240 | 875,000 | 4.58% | ||
| 5 | HEADINVEST, LLC | 3,423 | 324,000 | 1.70% | ||
| 6 | NORTH AMERICAN MANAGEMENT CORP | 3,180 | 301,000 | 1.58% | ||
| 7 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 2,490 | 236,000 | 1.24% | ||
| 8 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 2,484 | 235,000 | 1.23% | ||
| 9 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 141 | 13,000 | 0.07% | ||
| 10 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 110 | 10,000 | 0.05% |
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.
