| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 385,802 | 31,146,000 | 28.85% | ||
| 2 | SVB WEALTH LLC | 295,049 | 23,819,000 | 22.06% | ||
| 3 | CCM INVESTMENT ADVISERS LLC | 225,260 | 18,185,000 | 16.84% | ||
| 4 | Parsec Financial Management, Inc. | 157,549 | 12,719,000 | 11.78% | ||
| 5 | Advisors Capital Management, LLC | 107,793 | 8,702,000 | 8.06% | ||
| 6 | 1834 INVESTMENT ADVISORS CO | 45,908 | 3,706,000 | 3.43% | ||
| 7 | World Asset Management Inc | 41,661 | 3,363,000 | 3.11% | ||
| 8 | CrestPoint Capital Management, LLC | 15,800 | 1,276,000 | 1.18% | ||
| 9 | EVERETT HARRIS & CO /CA/ | 15,784 | 1,274,000 | 1.18% | ||
| 10 | Douglass Winthrop Advisors, LLC | 11,732 | 947,000 | 0.88% | ||
| 11 | PRIO WEALTH LIMITED PARTNERSHIP | 9,836 | 794,000 | 0.74% | ||
| 12 | J.P. Morgan Private Wealth Advisors LLC | 8,294 | 670,000 | 0.62% | ||
| 13 | REYNOLDS CAPITAL MANAGEMENT LLC | 4,800 | 388,000 | 0.36% | ||
| 14 | Cetera Advisors LLC | 3,605 | 292,000 | 0.27% | ||
| 15 | PARSONS CAPITAL MANAGEMENT INC/RI | 3,211 | 259,000 | 0.24% | ||
| 16 | SCOUT INVESTMENTS, INC. | 2,800 | 226,000 | 0.21% | ||
| 17 | Cetera Advisor Networks LLC | 2,519 | 202,000 | 0.19% | ||
| 18 | ISTHMUS PARTNERS, LLC | 111 | 9,000 | 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.
