| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 152,982 | 7,960,000 | 30.73% | ||
| 2 | AFAM CAPITAL, INC. | 123,568 | 6,429,000 | 24.82% | ||
| 3 | FLPUTNAM INVESTMENT MANAGEMENT CO | 52,456 | 2,729,000 | 10.53% | ||
| 4 | World Asset Management Inc | 35,870 | 1,867,000 | 7.21% | ||
| 5 | Regent Investment Management LLC | 25,460 | 1,325,000 | 5.11% | ||
| 6 | BOSTON FAMILY OFFICE LLC | 25,000 | 1,301,000 | 5.02% | ||
| 7 | Veritable, L.P. | 18,734 | 975,000 | 3.76% | ||
| 8 | Cognios Capital, LLC | 18,734 | 974,000 | 3.76% | ||
| 9 | New England Research & Management, Inc. | 17,900 | 931,000 | 3.59% | ||
| 10 | Convergence Investment Partners, LLC | 15,751 | 820,000 | 3.17% | ||
| 11 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 5,981 | 311,000 | 1.20% | ||
| 12 | Geneva Advisors, LLC | 5,272 | 274,000 | 1.06% | ||
| 13 | JAMES INVESTMENT RESEARCH, INC. | 179 | 9,000 | 0.03% |
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.
