| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAG CAPITAL MANAGEMENT, LLC | 22,566 | 10,181,000 | 48.78% | ||
| 2 | World Asset Management Inc | 8,255 | 3,724,000 | 17.84% | ||
| 3 | Convergence Investment Partners, LLC | 6,096 | 2,750,000 | 13.17% | ||
| 4 | REYNOLDS CAPITAL MANAGEMENT LLC | 3,500 | 1,579,000 | 7.56% | ||
| 5 | Geneva Advisors, LLC | 2,003 | 904,000 | 4.33% | ||
| 6 | Alpha Cubed Investments, LLC | 1,534 | 692,000 | 3.32% | ||
| 7 | Veritable, L.P. | 911 | 411,000 | 1.97% | ||
| 8 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 690 | 311,000 | 1.49% | ||
| 9 | S&CO INC | 655 | 296,000 | 1.42% | ||
| 10 | PATHSTONE FAMILY OFFICE, LLC | 51 | 23,000 | 0.11% | ||
| 11 | First City Capital Management, Inc. | 5 | 2,256 | 0.01% |
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.
