| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Oxbow Advisors, LLC | 41,747 | 2,586,000 | 20.44% | ||
| 2 | World Asset Management Inc | 41,020 | 2,541,000 | 20.08% | ||
| 3 | DF DENT & CO INC | 38,288 | 2,372,000 | 18.75% | ||
| 4 | Mendel Money Management | 16,494 | 1,022,000 | 8.08% | ||
| 5 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 16,084 | 996,000 | 7.87% | ||
| 6 | Veritable, L.P. | 14,937 | 925,000 | 7.31% | ||
| 7 | FIRST FOUNDATION ADVISORS | 13,326 | 826,000 | 6.53% | ||
| 8 | Regent Investment Management LLC | 6,250 | 387,000 | 3.06% | ||
| 9 | CG Asset Management LLC | 5,261 | 326,000 | 2.58% | ||
| 10 | Kimelman & Baird, LLC | 3,933 | 244,000 | 1.93% | ||
| 11 | Cetera Advisor Networks LLC | 3,899 | 240,000 | 1.90% | ||
| 12 | Evercore Wealth Management, LLC | 2,262 | 141,000 | 1.11% | ||
| 13 | MONETARY MANAGEMENT GROUP INC | 750 | 46,000 | 0.36% |
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.
