| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 114,808 | 4,721,000 | 37.74% | ||
| 2 | CERITY PARTNERS LLC | 76,347 | 3,140,000 | 25.10% | ||
| 3 | Avalon Investment & Advisory | 63,332 | 2,605,000 | 20.82% | ||
| 4 | PROBITY ADVISORS, INC. | 14,927 | 614,000 | 4.91% | ||
| 5 | SILVER CAPITAL MANAGEMENT LLC | 11,160 | 459,000 | 3.67% | ||
| 6 | World Asset Management Inc | 9,040 | 372,000 | 2.97% | ||
| 7 | New England Research & Management, Inc. | 8,300 | 341,000 | 2.73% | ||
| 8 | MAI Capital Management | 6,080 | 250,000 | 2.00% | ||
| 9 | QUADRANT CAPITAL GROUP LLC | 175 | 6,000 | 0.05% | ||
| 10 | Evercore Wealth Management, LLC | 48 | 2,000 | 0.02% |
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.
