| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Palouse Capital Management, Inc. | 17,812 | 1,328,000 | 40.24% | ||
| 2 | Veritable, L.P. | 14,887 | 1,110,000 | 33.64% | ||
| 3 | World Asset Management Inc | 7,719 | 575,000 | 17.42% | ||
| 4 | MORRIS CAPITAL ADVISORS, LLC | 3,849 | 287,000 | 8.70% |
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.
