| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 72,571 | 8,051,000 | 25.38% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 62,251 | 6,906,000 | 21.77% | ||
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 37,898 | 4,204,000 | 13.25% | ||
| 4 | Hugh Johnson Advisors LLC | 25,425 | 2,821,000 | 8.89% | ||
| 5 | Ascent Wealth Partners, LLC | 19,932 | 2,211,000 | 6.97% | ||
| 6 | World Asset Management Inc | 15,369 | 1,705,000 | 5.37% | ||
| 7 | KEELEY ASSET MANAGEMENT CORP | 13,370 | 1,483,000 | 4.67% | ||
| 8 | NorthCoast Asset Management LLC | 10,644 | 1,181,000 | 3.72% | ||
| 9 | Regent Investment Management LLC | 6,763 | 750,000 | 2.36% | ||
| 10 | Veritable, L.P. | 6,284 | 697,000 | 2.20% | ||
| 11 | Laird Norton Wetherby Wealth Management, LLC | 3,503 | 388,000 | 1.22% | ||
| 12 | Savant Capital, LLC | 3,047 | 338,000 | 1.07% | ||
| 13 | FORT PITT CAPITAL GROUP, LLC | 2,530 | 281,000 | 0.89% | ||
| 14 | AUXIER ASSET MANAGEMENT LLC | 2,498 | 277,000 | 0.87% | ||
| 15 | ARMSTRONG SHAW ASSOCIATES INC/CT | 2,020 | 224,000 | 0.71% | ||
| 16 | Curi Capital, LLC | 1,900 | 211,000 | 0.67% |
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.
