| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Avalon Investment & Advisory | 297,874 | 10,262,000 | 48.72% | ||
| 2 | AFAM CAPITAL, INC. | 129,379 | 4,457,000 | 21.16% | ||
| 3 | SVB WEALTH LLC | 40,448 | 1,393,000 | 6.61% | ||
| 4 | Willingdon Wealth Management | 31,090 | 1,071,000 | 5.08% | ||
| 5 | World Asset Management Inc | 27,965 | 963,000 | 4.57% | ||
| 6 | BOSTON FAMILY OFFICE LLC | 25,000 | 861,000 | 4.09% | ||
| 7 | Regent Investment Management LLC | 23,210 | 800,000 | 3.80% | ||
| 8 | SHELTON CAPITAL MANAGEMENT | 19,692 | 678,000 | 3.22% | ||
| 9 | ArchPoint Investors | 8,870 | 306,000 | 1.45% | ||
| 10 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 7,953 | 274,000 | 1.30% |
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.
