| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KEELEY-TETON ADVISORS, LLC | 70,666 | 4,273,000 | 65.14% | ||
| 2 | Veritable, L.P. | 31,948 | 1,932,000 | 29.45% | ||
| 3 | FRANKLIN STREET ADVISORS INC /NC | 4,026 | 243,000 | 3.70% | ||
| 4 | KINGS POINT CAPITAL MANAGEMENT | 900 | 54,000 | 0.82% | ||
| 5 | Plante Moran Financial Advisors, LLC | 762 | 46,000 | 0.70% | ||
| 6 | QCI ASSET MANAGEMENT INC/NY | 200 | 12,000 | 0.18% |
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.
