| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Kimelman & Baird, LLC | 298,775 | 11,404,000 | 44.47% | ||
| 2 | AFAM CAPITAL, INC. | 209,855 | 8,010,000 | 31.23% | ||
| 3 | SVB WEALTH LLC | 62,033 | 2,368,000 | 9.23% | ||
| 4 | World Asset Management Inc | 26,476 | 1,011,000 | 3.94% | ||
| 5 | BOSTON FAMILY OFFICE LLC | 20,000 | 763,000 | 2.98% | ||
| 6 | Regent Investment Management LLC | 18,700 | 714,000 | 2.78% | ||
| 7 | MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 14,123 | 539,000 | 2.10% | ||
| 8 | SignalPoint Asset Management, LLC | 13,982 | 534,000 | 2.08% | ||
| 9 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 7,931 | 303,000 | 1.18% |
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.
