| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Paragon Capital Management LLC | 186,586 | 5,190,000 | 43.55% | ||
| 2 | STRATTON MANAGEMENT CO | 128,000 | 3,561,000 | 29.88% | ||
| 3 | Geneva Advisors, LLC | 45,248 | 1,259,000 | 10.56% | ||
| 4 | ArchPoint Investors | 23,120 | 643,000 | 5.40% | ||
| 5 | Coe Capital Management, LLC | 17,995 | 501,000 | 4.20% | ||
| 6 | BALDWIN WEALTH PARTNERS LLC/MA | 16,823 | 468,000 | 3.93% | ||
| 7 | CROFT-LEOMINSTER INC | 8,886 | 247,000 | 2.07% | ||
| 8 | JAMES INVESTMENT RESEARCH, INC. | 1,164 | 32,000 | 0.27% | ||
| 9 | Evercore Wealth Management, LLC | 623 | 17,000 | 0.14% |
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.
