| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 27,145 | 3,225,000 | 25.92% | ||
| 2 | SVB WEALTH LLC | 24,875 | 2,955,000 | 23.75% | ||
| 3 | FRANKLIN STREET ADVISORS INC /NC | 23,305 | 2,769,000 | 22.25% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 15,173 | 1,803,000 | 14.49% | ||
| 5 | REYNOLDS CAPITAL MANAGEMENT LLC | 3,800 | 451,000 | 3.62% | ||
| 6 | HEADINVEST, LLC | 3,000 | 356,000 | 2.86% | ||
| 7 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 2,685 | 319,000 | 2.56% | ||
| 8 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 2,484 | 295,000 | 2.37% | ||
| 9 | RONALD BLUE & CO LLC | 1,797 | 213,000 | 1.71% | ||
| 10 | ISTHMUS PARTNERS, LLC | 273 | 32,000 | 0.26% | ||
| 11 | First City Capital Management, Inc. | 150 | 17,820 | 0.14% | ||
| 12 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 65 | 8,000 | 0.06% |
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.
