| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 100,779 | 6,697,000 | 49.76% | ||
| 2 | Azimuth Capital Management LLC | 31,925 | 2,121,000 | 15.76% | ||
| 3 | World Asset Management Inc | 22,959 | 1,526,000 | 11.34% | ||
| 4 | HARTWELL J M LIMITED PARTNERSHIP | 12,600 | 837,000 | 6.22% | ||
| 5 | EVERETT HARRIS & CO /CA/ | 10,735 | 713,000 | 5.30% | ||
| 6 | Avalon Investment & Advisory | 10,043 | 667,000 | 4.96% | ||
| 7 | AMERICAN NATIONAL INSURANCE CO | 7,200 | 478,000 | 3.55% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 6,311 | 419,000 | 3.11% |
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.
