| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 231,873 | 18,017,000 | 25.98% | ||
| 2 | Advisors Capital Management, LLC | 140,210 | 10,894,000 | 15.71% | ||
| 3 | Parsec Financial Management, Inc. | 138,685 | 10,776,000 | 15.54% | ||
| 4 | CCM INVESTMENT ADVISERS LLC | 104,039 | 8,083,000 | 11.65% | ||
| 5 | Curi Capital, LLC | 91,095 | 7,078,000 | 10.21% | ||
| 6 | World Asset Management Inc | 38,801 | 3,015,000 | 4.35% | ||
| 7 | Ascent Wealth Partners, LLC | 32,025 | 2,488,000 | 3.59% | ||
| 8 | NorthCoast Asset Management LLC | 24,320 | 1,890,000 | 2.73% | ||
| 9 | RIVERBRIDGE PARTNERS LLC | 20,672 | 1,606,000 | 2.32% | ||
| 10 | EVERETT HARRIS & CO /CA/ | 16,324 | 1,268,000 | 1.83% | ||
| 11 | Regent Investment Management LLC | 14,575 | 1,132,000 | 1.63% | ||
| 12 | CrestPoint Capital Management, LLC | 9,900 | 769,000 | 1.11% | ||
| 13 | PRIO WEALTH LIMITED PARTNERSHIP | 8,307 | 645,000 | 0.93% | ||
| 14 | AVIANCE CAPITAL MANAGEMENT, LLC | 5,307 | 412,000 | 0.59% | ||
| 15 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 4,950 | 385,000 | 0.56% | ||
| 16 | RONALD BLUE & CO LLC | 4,325 | 336,000 | 0.48% | ||
| 17 | SHELTON CAPITAL MANAGEMENT | 4,512 | 325,000 | 0.47% | ||
| 18 | PACER ADVISORS, INC. | 2,955 | 230,000 | 0.33% | ||
| 19 | ISTHMUS PARTNERS, LLC | 111 | 8,000 | 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.
