| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Karp Capital Management Corp | 18,855 | 2,311,000 | 37.82% | ||
| 2 | Fiera Capital Corp | 18,396 | 2,255,000 | 36.90% | ||
| 3 | SONATA CAPITAL GROUP INC | 4,570 | 560,000 | 9.16% | ||
| 4 | DEARBORN PARTNERS LLC | 2,250 | 276,000 | 4.52% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 2,130 | 261,000 | 4.27% | ||
| 6 | Veritable, L.P. | 1,985 | 243,000 | 3.98% | ||
| 7 | FENIMORE ASSET MANAGEMENT INC | 1,671 | 205,000 | 3.35% |
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.
