| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 401,860 | 28,042,000 | 44.73% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 264,184 | 18,435,000 | 29.40% | ||
| 3 | RHUMBLINE ADVISERS | 207,825 | 14,502,000 | 23.13% | ||
| 4 | World Asset Management Inc | 10,512 | 734,000 | 1.17% | ||
| 5 | AMERICAN NATIONAL INSURANCE CO | 9,957 | 695,000 | 1.11% | ||
| 6 | MORRIS CAPITAL ADVISORS, LLC | 3,668 | 256,000 | 0.41% | ||
| 7 | Evercore Wealth Management, LLC | 196 | 14,000 | 0.02% | ||
| 8 | QUADRANT CAPITAL GROUP LLC | 177 | 9,000 | 0.01% | ||
| 9 | ISTHMUS PARTNERS, LLC | 100 | 7,000 | 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.
