| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 44,656 | 2,863,000 | 20.74% | ||
| 2 | Oxbow Advisors, LLC | 41,638 | 2,669,000 | 19.33% | ||
| 3 | DF DENT & CO INC | 38,853 | 2,490,000 | 18.03% | ||
| 4 | Ascent Wealth Partners, LLC | 21,454 | 1,375,000 | 9.96% | ||
| 5 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 16,469 | 1,056,000 | 7.65% | ||
| 6 | Veritable, L.P. | 15,639 | 1,002,000 | 7.26% | ||
| 7 | FIRST FOUNDATION ADVISORS | 10,626 | 681,000 | 4.93% | ||
| 8 | CG Asset Management LLC | 6,940 | 445,000 | 3.22% | ||
| 9 | Regent Investment Management LLC | 5,250 | 337,000 | 2.44% | ||
| 10 | Kimelman & Baird, LLC | 3,933 | 252,000 | 1.83% | ||
| 11 | Cetera Advisor Networks LLC | 3,751 | 242,000 | 1.75% | ||
| 12 | CYPRESS ASSET MANAGEMENT INC/TX | 3,146 | 202,000 | 1.46% | ||
| 13 | Evercore Wealth Management, LLC | 2,262 | 145,000 | 1.05% | ||
| 14 | MONETARY MANAGEMENT GROUP INC | 750 | 48,000 | 0.35% |
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.
