| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 384,120 | 29,508,000 | 27.94% | ||
| 2 | SVB WEALTH LLC | 268,468 | 20,623,000 | 19.53% | ||
| 3 | CCM INVESTMENT ADVISERS LLC | 254,511 | 19,551,000 | 18.51% | ||
| 4 | Parsec Financial Management, Inc. | 137,761 | 10,583,000 | 10.02% | ||
| 5 | Advisors Capital Management, LLC | 132,895 | 10,209,000 | 9.67% | ||
| 6 | 1834 INVESTMENT ADVISORS CO | 49,122 | 3,774,000 | 3.57% | ||
| 7 | World Asset Management Inc | 42,515 | 3,266,000 | 3.09% | ||
| 8 | Ascent Wealth Partners, LLC | 27,740 | 2,131,000 | 2.02% | ||
| 9 | EVERETT HARRIS & CO /CA/ | 16,784 | 1,289,000 | 1.22% | ||
| 10 | CrestPoint Capital Management, LLC | 14,200 | 1,091,000 | 1.03% | ||
| 11 | RIVERBRIDGE PARTNERS LLC | 11,786 | 905,000 | 0.86% | ||
| 12 | PRIO WEALTH LIMITED PARTNERSHIP | 8,586 | 659,000 | 0.62% | ||
| 13 | Regent Investment Management LLC | 8,075 | 620,000 | 0.59% | ||
| 14 | SENTINEL ASSET MANAGEMENT, INC. | 7,000 | 538,000 | 0.51% | ||
| 15 | HOLLENCREST CAPITAL MANAGEMENT | 3,983 | 306,000 | 0.29% | ||
| 16 | PACER ADVISORS, INC. | 3,619 | 278,000 | 0.26% | ||
| 17 | Douglass Winthrop Advisors, LLC | 3,400 | 261,000 | 0.25% | ||
| 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.
