| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 51,821 | 5,591,000 | 25.03% | ||
| 2 | EVERETT HARRIS & CO /CA/ | 30,310 | 3,270,000 | 14.64% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 27,443 | 2,961,000 | 13.26% | ||
| 4 | FRANKLIN STREET ADVISORS INC /NC | 25,780 | 2,782,000 | 12.46% | ||
| 5 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 17,925 | 1,934,000 | 8.66% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 14,480 | 1,562,000 | 6.99% | ||
| 7 | World Asset Management Inc | 9,998 | 1,079,000 | 4.83% | ||
| 8 | Barry Investment Advisors, LLC | 7,936 | 856,000 | 3.83% | ||
| 9 | LOEB PARTNERS CORP | 6,000 | 647,000 | 2.90% | ||
| 10 | Pergamon Offshore Advisors, L.P. | 4,592 | 495,000 | 2.22% | ||
| 11 | AUXIER ASSET MANAGEMENT LLC | 4,580 | 494,000 | 2.21% | ||
| 12 | CrestPoint Capital Management, LLC | 3,900 | 421,000 | 1.88% | ||
| 13 | CHECK CAPITAL MANAGEMENT INC/CA | 2,230 | 241,000 | 1.08% | ||
| 14 | QCI ASSET MANAGEMENT INC/NY | 15 | 2,000 | 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.
