| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 605,058 | 5,748,000 | 23.72% | ||
| 2 | Lipe & Dalton | 517,483 | 4,916,000 | 20.29% | ||
| 3 | Calvert Investment Management, Inc. | 304,155 | 2,889,000 | 11.92% | ||
| 4 | Alpha Cubed Investments, LLC | 272,372 | 2,588,000 | 10.68% | ||
| 5 | DEARBORN PARTNERS LLC | 236,701 | 2,249,000 | 9.28% | ||
| 6 | Curi Capital, LLC | 234,733 | 2,230,000 | 9.20% | ||
| 7 | AR ASSET MANAGEMENT INC | 152,297 | 1,447,000 | 5.97% | ||
| 8 | AMERICAN NATIONAL INSURANCE CO | 64,300 | 611,000 | 2.52% | ||
| 9 | SOL Capital Management CO | 62,288 | 592,000 | 2.44% | ||
| 10 | Convergence Investment Partners, LLC | 26,115 | 248,000 | 1.02% | ||
| 11 | InterOcean Capital, LLC | 25,212 | 240,000 | 0.99% | ||
| 12 | RONALD BLUE & CO LLC | 19,339 | 184,000 | 0.76% | ||
| 13 | Veritable, L.P. | 17,010 | 162,000 | 0.67% | ||
| 14 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 12,343 | 117,000 | 0.48% | ||
| 15 | QCI ASSET MANAGEMENT INC/NY | 550 | 5,000 | 0.02% | ||
| 16 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 450 | 4,000 | 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.
