| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 650,466 | 6,231,000 | 27.40% | ||
| 2 | Lipe & Dalton | 484,613 | 4,899,000 | 21.54% | ||
| 3 | Calvert Investment Management, Inc. | 377,516 | 3,617,000 | 15.90% | ||
| 4 | Curi Capital, LLC | 248,506 | 2,380,000 | 10.46% | ||
| 5 | DEARBORN PARTNERS LLC | 227,136 | 2,176,000 | 9.57% | ||
| 6 | AR ASSET MANAGEMENT INC | 152,297 | 1,459,000 | 6.42% | ||
| 7 | AMERICAN NATIONAL INSURANCE CO | 64,300 | 616,000 | 2.71% | ||
| 8 | SOL Capital Management CO | 57,277 | 549,000 | 2.41% | ||
| 9 | Convergence Investment Partners, LLC | 30,769 | 295,000 | 1.30% | ||
| 10 | FISHMAN JAY A LTD/MI | 24,963 | 239,142 | 1.05% | ||
| 11 | RONALD BLUE & CO LLC | 14,916 | 143,000 | 0.63% | ||
| 12 | Veritable, L.P. | 13,955 | 134,000 | 0.59% | ||
| 13 | QCI ASSET MANAGEMENT INC/NY | 550 | 5,000 | 0.02% |
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.
