| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 388,517 | 35,071,000 | 28.85% | ||
| 2 | SVB WEALTH LLC | 298,056 | 26,905,000 | 22.13% | ||
| 3 | CCM INVESTMENT ADVISERS LLC | 216,754 | 19,566,000 | 16.09% | ||
| 4 | Parsec Financial Management, Inc. | 159,825 | 14,427,000 | 11.87% | ||
| 5 | Advisors Capital Management, LLC | 107,867 | 9,737,000 | 8.01% | ||
| 6 | 1834 INVESTMENT ADVISORS CO | 46,430 | 4,191,000 | 3.45% | ||
| 7 | World Asset Management Inc | 41,108 | 3,711,000 | 3.05% | ||
| 8 | Convergence Investment Partners, LLC | 28,402 | 2,564,000 | 2.11% | ||
| 9 | EVERETT HARRIS & CO /CA/ | 16,784 | 1,515,000 | 1.25% | ||
| 10 | CrestPoint Capital Management, LLC | 15,400 | 1,390,000 | 1.14% | ||
| 11 | PRIO WEALTH LIMITED PARTNERSHIP | 9,036 | 815,000 | 0.67% | ||
| 12 | REYNOLDS CAPITAL MANAGEMENT LLC | 6,800 | 614,000 | 0.51% | ||
| 13 | PACER ADVISORS, INC. | 3,619 | 327,000 | 0.27% | ||
| 14 | Douglass Winthrop Advisors, LLC | 3,400 | 307,000 | 0.25% | ||
| 15 | SENTINEL ASSET MANAGEMENT, INC. | 2,400 | 217,000 | 0.18% | ||
| 16 | Regent Investment Management LLC | 2,300 | 208,000 | 0.17% | ||
| 17 | ISTHMUS PARTNERS, LLC | 111 | 10,000 | 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.
