| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Ativo Capital Management LLC | 51,585 | 9,967,000 | 58.70% | ||
| 2 | SVB WEALTH LLC | 14,770 | 2,854,000 | 16.81% | ||
| 3 | World Asset Management Inc | 8,141 | 1,573,000 | 9.26% | ||
| 4 | HALSEY ASSOCIATES INC/CT | 5,086 | 983,000 | 5.79% | ||
| 5 | FIRST FOUNDATION ADVISORS | 3,068 | 593,000 | 3.49% | ||
| 6 | BBR PARTNERS, LLC | 1,873 | 362,000 | 2.13% | ||
| 7 | ROTHSCHILD INVESTMENT LLC /IL | 1,820 | 352,000 | 2.07% | ||
| 8 | Ancora Advisors LLC | 1,435 | 277,000 | 1.63% | ||
| 9 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 76 | 15,000 | 0.09% | ||
| 10 | QUADRANT CAPITAL GROUP LLC | 20 | 3,000 | 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.
