| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 65,986 | 5,929,000 | 23.60% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 45,546 | 4,092,000 | 16.29% | ||
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 37,390 | 3,360,000 | 13.37% | ||
| 4 | Hugh Johnson Advisors LLC | 25,072 | 2,253,000 | 8.97% | ||
| 5 | Ascent Wealth Partners, LLC | 20,027 | 1,800,000 | 7.16% | ||
| 6 | World Asset Management Inc | 16,889 | 1,517,000 | 6.04% | ||
| 7 | KEELEY ASSET MANAGEMENT CORP | 14,729 | 1,323,000 | 5.27% | ||
| 8 | AVIANCE CAPITAL MANAGEMENT, LLC | 14,362 | 1,290,000 | 5.13% | ||
| 9 | TEALWOOD ASSET MANAGEMENT INC | 12,935 | 1,162,000 | 4.63% | ||
| 10 | Regent Investment Management LLC | 6,363 | 572,000 | 2.28% | ||
| 11 | Veritable, L.P. | 5,772 | 519,000 | 2.07% | ||
| 12 | Savant Capital, LLC | 3,417 | 307,000 | 1.22% | ||
| 13 | Laird Norton Wetherby Wealth Management, LLC | 3,295 | 296,000 | 1.18% | ||
| 14 | CrestPoint Capital Management, LLC | 2,700 | 243,000 | 0.97% | ||
| 15 | FORT PITT CAPITAL GROUP, LLC | 2,631 | 236,000 | 0.94% | ||
| 16 | AUXIER ASSET MANAGEMENT LLC | 2,498 | 224,000 | 0.89% |
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.
