| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 680 | 41,000 | 0.07% | ||
| 2 | Boltwood Capital Management | 3,342 | 203,000 | 0.33% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 5,291 | 322,000 | 0.52% | ||
| 4 | World Asset Management Inc | 17,032 | 1,036,000 | 1.67% | ||
| 5 | SVB WEALTH LLC | 26,447 | 1,609,000 | 2.60% | ||
| 6 | ICON ADVISERS INC/CO | 31,000 | 1,886,000 | 3.04% | ||
| 7 | CALDWELL & ORKIN INC | 40,000 | 2,434,000 | 3.93% | ||
| 8 | MITCHELL CAPITAL MANAGEMENT CO | 83,318 | 5,070,000 | 8.18% | ||
| 9 | KEELEY-TETON ADVISORS, LLC | 94,082 | 5,725,000 | 9.23% | ||
| 10 | FRANKLIN STREET ADVISORS INC /NC | 122,576 | 7,459,000 | 12.03% | ||
| 11 | PREMIER ASSET MANAGEMENT LLC | 245,145 | 14,917,000 | 24.06% | ||
| 12 | Channing Capital Management, LLC | 349,924 | 21,293,000 | 34.35% |
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.
