| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 67,872 | 6,772,000 | 23.82% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 58,541 | 5,840,000 | 20.54% | ||
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 37,845 | 3,776,000 | 13.28% | ||
| 4 | Hugh Johnson Advisors LLC | 25,053 | 2,500,000 | 8.79% | ||
| 5 | Ascent Wealth Partners, LLC | 20,092 | 2,005,000 | 7.05% | ||
| 6 | World Asset Management Inc | 16,770 | 1,673,000 | 5.88% | ||
| 7 | AVIANCE CAPITAL MANAGEMENT, LLC | 15,059 | 1,502,000 | 5.28% | ||
| 8 | KEELEY ASSET MANAGEMENT CORP | 14,699 | 1,466,000 | 5.16% | ||
| 9 | Regent Investment Management LLC | 6,363 | 635,000 | 2.23% | ||
| 10 | Veritable, L.P. | 5,942 | 593,000 | 2.09% | ||
| 11 | Laird Norton Wetherby Wealth Management, LLC | 3,631 | 362,000 | 1.27% | ||
| 12 | Savant Capital, LLC | 3,257 | 325,000 | 1.14% | ||
| 13 | CrestPoint Capital Management, LLC | 2,700 | 269,000 | 0.95% | ||
| 14 | FORT PITT CAPITAL GROUP, LLC | 2,631 | 262,000 | 0.92% | ||
| 15 | AUXIER ASSET MANAGEMENT LLC | 2,498 | 249,000 | 0.88% | ||
| 16 | ARMSTRONG SHAW ASSOCIATES INC/CT | 2,020 | 202,000 | 0.71% |
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.
