| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 74,525 | 6,607,000 | 22.80% | ||
| 2 | Leonetti & Associates, LLC | 38,500 | 3,413,000 | 11.78% | ||
| 3 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 34,095 | 3,022,000 | 10.43% | ||
| 4 | Banyan Partners, LLC | 33,534 | 2,973,000 | 10.26% | ||
| 5 | CG Asset Management LLC | 29,175 | 2,586,000 | 8.93% | ||
| 6 | World Asset Management Inc | 23,925 | 2,121,000 | 7.32% | ||
| 7 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 21,500 | 1,906,000 | 6.58% | ||
| 8 | Ranger Investment Management, L.P. | 18,795 | 1,666,000 | 5.75% | ||
| 9 | Stonebridge Capital Advisors LLC | 12,735 | 1,129,000 | 3.90% | ||
| 10 | D L CARLSON INVESTMENT GROUP INC | 11,980 | 1,062,000 | 3.67% | ||
| 11 | DEARBORN PARTNERS LLC | 8,560 | 759,000 | 2.62% | ||
| 12 | Kimelman & Baird, LLC | 7,700 | 683,000 | 2.36% | ||
| 13 | Ameritas Investment Partners, Inc. | 3,583 | 318,000 | 1.10% | ||
| 14 | REYNOLDS CAPITAL MANAGEMENT LLC | 3,400 | 301,000 | 1.04% | ||
| 15 | RONALD BLUE & CO LLC | 2,991 | 265,000 | 0.91% | ||
| 16 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1,820 | 161,000 | 0.56% |
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.
