| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 48,755 | 1,200,000 | 24.68% | ||
| 2 | PARSONS CAPITAL MANAGEMENT INC/RI | 36,805 | 906,000 | 18.63% | ||
| 3 | Belmont Global Advisors, Inc. | 30,000 | 738,000 | 15.18% | ||
| 4 | W.G. Shaheen & Associates DBA Whitney & Co | 28,300 | 696,000 | 14.31% | ||
| 5 | First City Capital Management, Inc. | 21,475 | 528,500 | 10.87% | ||
| 6 | Renaissance Investment Group LLC | 12,788 | 315,000 | 6.48% | ||
| 7 | Veritable, L.P. | 10,548 | 260,000 | 5.35% | ||
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,884 | 219,000 | 4.50% |
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.
