| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 2,291 | 305,000 | 0.22% | ||
| 2 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 2,605 | 346,000 | 0.25% | ||
| 3 | BBR PARTNERS, LLC | 3,285 | 437,000 | 0.32% | ||
| 4 | CALDWELL & ORKIN INC | 3,600 | 479,000 | 0.35% | ||
| 5 | Veritable, L.P. | 5,046 | 671,000 | 0.49% | ||
| 6 | Ascent Wealth Partners, LLC | 5,400 | 718,000 | 0.52% | ||
| 7 | Belmont Global Advisors, Inc. | 8,250 | 1,097,000 | 0.80% | ||
| 8 | BLUESTEIN R H & CO LLC | 10,000 | 1,329,000 | 0.97% | ||
| 9 | Constellation Wealth Advisors, LLC | 17,768 | 2,362,000 | 1.73% | ||
| 10 | TEALWOOD ASSET MANAGEMENT INC | 20,910 | 2,780,000 | 2.03% | ||
| 11 | World Asset Management Inc | 26,295 | 3,495,000 | 2.55% | ||
| 12 | L & S Advisors Inc | 41,472 | 5,513,000 | 4.03% | ||
| 13 | Leonetti & Associates, LLC | 48,600 | 6,460,000 | 4.72% | ||
| 14 | Azimuth Capital Management LLC | 66,555 | 8,847,000 | 6.46% | ||
| 15 | ARS Investment Partners, LLC | 82,871 | 11,016,000 | 8.05% | ||
| 16 | Advisors Capital Management, LLC | 93,011 | 12,364,000 | 9.03% | ||
| 17 | CROSSLINK CAPITAL INC | 176,599 | 23,475,000 | 17.15% | ||
| 18 | PARADIGM CAPITAL MANAGEMENT INC/NY | 179,300 | 23,834,000 | 17.41% | ||
| 19 | SCOUT INVESTMENTS, INC. | 236,102 | 31,385,000 | 22.92% |
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.
