| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AFAM CAPITAL, INC. | 209,544 | 8,078,000 | 59.81% | ||
| 2 | SVB WEALTH LLC | 51,052 | 1,968,000 | 14.57% | ||
| 3 | World Asset Management Inc | 29,013 | 1,118,000 | 8.28% | ||
| 4 | Regent Investment Management LLC | 20,295 | 782,000 | 5.79% | ||
| 5 | BOSTON FAMILY OFFICE LLC | 20,000 | 771,000 | 5.71% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9,328 | 360,000 | 2.67% | ||
| 7 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 7,953 | 307,000 | 2.27% | ||
| 8 | Evercore Wealth Management, LLC | 3,152 | 122,000 | 0.90% |
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.
