| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 392,931 | 32,869,000 | 28.19% | ||
| 2 | SVB WEALTH LLC | 296,657 | 24,815,000 | 21.28% | ||
| 3 | CCM INVESTMENT ADVISERS LLC | 244,993 | 20,493,000 | 17.58% | ||
| 4 | Parsec Financial Management, Inc. | 142,970 | 11,959,000 | 10.26% | ||
| 5 | Advisors Capital Management, LLC | 112,834 | 9,438,000 | 8.09% | ||
| 6 | Convergence Investment Partners, LLC | 58,836 | 4,922,000 | 4.22% | ||
| 7 | 1834 INVESTMENT ADVISORS CO | 45,795 | 3,831,000 | 3.29% | ||
| 8 | World Asset Management Inc | 37,910 | 3,171,000 | 2.72% | ||
| 9 | EVERETT HARRIS & CO /CA/ | 16,784 | 1,404,000 | 1.20% | ||
| 10 | CrestPoint Capital Management, LLC | 14,400 | 1,205,000 | 1.03% | ||
| 11 | PRIO WEALTH LIMITED PARTNERSHIP | 8,586 | 718,000 | 0.62% | ||
| 12 | REYNOLDS CAPITAL MANAGEMENT LLC | 6,800 | 569,000 | 0.49% | ||
| 13 | Regent Investment Management LLC | 4,300 | 360,000 | 0.31% | ||
| 14 | Douglass Winthrop Advisors, LLC | 3,400 | 307,000 | 0.26% | ||
| 15 | PACER ADVISORS, INC. | 3,619 | 303,000 | 0.26% | ||
| 16 | HOLLENCREST CAPITAL MANAGEMENT | 2,717 | 227,000 | 0.19% | ||
| 17 | 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.
