| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 46,216 | 3,621,000 | 35.05% | ||
| 2 | CG Asset Management LLC | 22,200 | 1,739,000 | 16.83% | ||
| 3 | World Asset Management Inc | 18,995 | 1,488,000 | 14.40% | ||
| 4 | Regent Investment Management LLC | 10,601 | 830,000 | 8.03% | ||
| 5 | KEELEY ASSET MANAGEMENT CORP | 8,265 | 647,000 | 6.26% | ||
| 6 | BOYS ARNOLD & CO INC | 9,174 | 573,000 | 5.55% | ||
| 7 | RONALD BLUE & CO LLC | 6,004 | 470,000 | 4.55% | ||
| 8 | ALBION FINANCIAL GROUP /UT | 5,397 | 423,000 | 4.09% | ||
| 9 | Belmont Global Advisors, Inc. | 2,750 | 215,000 | 2.08% | ||
| 10 | KCM INVESTMENT ADVISORS LLC | 2,676 | 210,000 | 2.03% | ||
| 11 | EFG Private Wealth Management (Americas) Corp. | 1,029 | 81,000 | 0.78% | ||
| 12 | QCI ASSET MANAGEMENT INC/NY | 426 | 33,000 | 0.32% |
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.
