| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 21,300 | 3,451,000 | 27.69% | ||
| 2 | Convergence Investment Partners, LLC | 19,302 | 3,127,000 | 25.09% | ||
| 3 | TWIN CAPITAL MANAGEMENT INC | 13,570 | 2,198,000 | 17.64% | ||
| 4 | Constellation Wealth Advisors, LLC | 11,500 | 1,863,000 | 14.95% | ||
| 5 | World Asset Management Inc | 4,651 | 754,000 | 6.05% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 3,329 | 539,000 | 4.33% | ||
| 7 | RONALD BLUE & CO LLC | 1,669 | 270,000 | 2.17% | ||
| 8 | Legacy Capital Partners, Inc. | 1,600 | 260,000 | 2.09% |
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.
