| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 3,152 | 77,000 | 0.92% | ||
| 2 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 11,521 | 281,000 | 3.37% | ||
| 3 | BOSTON FAMILY OFFICE LLC | 20,000 | 487,000 | 5.84% | ||
| 4 | Regent Investment Management LLC | 23,885 | 582,000 | 6.98% | ||
| 5 | World Asset Management Inc | 28,402 | 692,000 | 8.29% | ||
| 6 | SVB WEALTH LLC | 43,920 | 1,070,000 | 12.82% | ||
| 7 | AFAM CAPITAL, INC. | 211,623 | 5,155,000 | 61.78% |
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.
