| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHURCHILL MANAGEMENT Corp | 76,526 | 5,588,000 | 23.01% | ||
| 2 | Oxbow Advisors, LLC | 39,417 | 2,878,000 | 11.85% | ||
| 3 | SVB WEALTH LLC | 38,712 | 2,827,000 | 11.64% | ||
| 4 | World Asset Management Inc | 37,632 | 2,748,000 | 11.31% | ||
| 5 | DF DENT & CO INC | 37,106 | 2,709,000 | 11.15% | ||
| 6 | Mendel Money Management | 20,764 | 1,516,000 | 6.24% | ||
| 7 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 19,319 | 1,411,000 | 5.81% | ||
| 8 | FIRST FOUNDATION ADVISORS | 16,486 | 1,204,000 | 4.96% | ||
| 9 | Veritable, L.P. | 14,264 | 1,042,000 | 4.29% | ||
| 10 | Regent Investment Management LLC | 5,750 | 420,000 | 1.73% | ||
| 11 | CG Asset Management LLC | 5,261 | 384,000 | 1.58% | ||
| 12 | CATAWBA CAPITAL MANAGEMENT /VA | 3,984 | 291,000 | 1.20% | ||
| 13 | Kimelman & Baird, LLC | 3,933 | 287,000 | 1.18% | ||
| 14 | J.P. Morgan Private Wealth Advisors LLC | 3,899 | 285,000 | 1.17% | ||
| 15 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 3,320 | 242,000 | 1.00% | ||
| 16 | Ascent Wealth Partners, LLC | 2,905 | 212,000 | 0.87% | ||
| 17 | Parasol Investment Management, LLC | 1,995 | 146,000 | 0.60% | ||
| 18 | MONETARY MANAGEMENT GROUP INC | 1,050 | 77,000 | 0.32% | ||
| 19 | ISTHMUS PARTNERS, LLC | 300 | 22,000 | 0.09% |
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.
