| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CCM INVESTMENT ADVISERS LLC | 261,203 | 19,569,000 | 42.66% | ||
| 2 | Advisors Capital Management, LLC | 109,258 | 8,186,000 | 17.85% | ||
| 3 | Parsec Financial Management, Inc. | 80,469 | 6,029,000 | 13.14% | ||
| 4 | World Asset Management Inc | 50,988 | 3,820,000 | 8.33% | ||
| 5 | Banyan Partners, LLC | 25,349 | 1,899,000 | 4.14% | ||
| 6 | Convergence Investment Partners, LLC | 18,345 | 1,374,000 | 3.00% | ||
| 7 | CrestPoint Capital Management, LLC | 16,000 | 1,199,000 | 2.61% | ||
| 8 | EVERETT HARRIS & CO /CA/ | 15,784 | 1,183,000 | 2.58% | ||
| 9 | PRIO WEALTH LIMITED PARTNERSHIP | 9,836 | 736,000 | 1.60% | ||
| 10 | J.P. Morgan Private Wealth Advisors LLC | 6,857 | 514,000 | 1.12% | ||
| 11 | REYNOLDS CAPITAL MANAGEMENT LLC | 5,200 | 390,000 | 0.85% | ||
| 12 | Regent Investment Management LLC | 3,300 | 247,000 | 0.54% | ||
| 13 | PARSONS CAPITAL MANAGEMENT INC/RI | 3,211 | 241,000 | 0.53% | ||
| 14 | Geneva Advisors, LLC | 2,986 | 224,000 | 0.49% | ||
| 15 | SCOUT INVESTMENTS, INC. | 2,800 | 210,000 | 0.46% | ||
| 16 | Bollard Group LLC | 644 | 48,000 | 0.10% |
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.
