| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TCTC Holdings, LLC | 60,800 | 10,354,000 | 45.48% | ||
| 2 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 21,300 | 3,627,000 | 15.93% | ||
| 3 | TWIN CAPITAL MANAGEMENT INC | 16,220 | 2,762,000 | 12.13% | ||
| 4 | Constellation Wealth Advisors, LLC | 11,500 | 1,958,000 | 8.60% | ||
| 5 | Convergence Investment Partners, LLC | 9,609 | 1,636,000 | 7.19% | ||
| 6 | Legacy Capital Partners, Inc. | 5,490 | 935,000 | 4.11% | ||
| 7 | World Asset Management Inc | 4,027 | 686,000 | 3.01% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 2,809 | 478,000 | 2.10% | ||
| 9 | RONALD BLUE & CO LLC | 1,706 | 291,000 | 1.28% | ||
| 10 | DREMAN VALUE MANAGEMENT, L L C | 234 | 40,000 | 0.18% |
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.
