| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 638,351 | 6,652,000 | 24.89% | ||
| 2 | Lipe & Dalton | 500,342 | 5,214,000 | 19.51% | ||
| 3 | Calvert Investment Management, Inc. | 393,069 | 4,096,000 | 15.32% | ||
| 4 | Curi Capital, LLC | 240,663 | 2,508,000 | 9.38% | ||
| 5 | DEARBORN PARTNERS LLC | 231,968 | 2,417,000 | 9.04% | ||
| 6 | FISHMAN JAY A LTD/MI | 193,363 | 2,014,842 | 7.54% | ||
| 7 | AR ASSET MANAGEMENT INC | 152,297 | 1,587,000 | 5.94% | ||
| 8 | AMERICAN NATIONAL INSURANCE CO | 64,300 | 670,000 | 2.51% | ||
| 9 | SOL Capital Management CO | 63,889 | 666,000 | 2.49% | ||
| 10 | Convergence Investment Partners, LLC | 21,720 | 226,000 | 0.85% | ||
| 11 | FARR MILLER & WASHINGTON LLC/DC | 20,000 | 208,000 | 0.78% | ||
| 12 | RONALD BLUE & CO LLC | 16,746 | 174,000 | 0.65% | ||
| 13 | Veritable, L.P. | 14,068 | 147,000 | 0.55% | ||
| 14 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 13,405 | 140,000 | 0.52% | ||
| 15 | QCI ASSET MANAGEMENT INC/NY | 550 | 6,000 | 0.02% | ||
| 16 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 300 | 3,000 | 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.
