| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AFAM CAPITAL, INC. | 70,176 | 5,940,000 | 37.14% | ||
| 2 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 51,160 | 4,330,000 | 27.07% | ||
| 3 | CUMBERLAND ADVISORS INC | 38,110 | 3,226,000 | 20.17% | ||
| 4 | BOSTON FAMILY OFFICE LLC | 24,425 | 2,067,000 | 12.92% | ||
| 5 | MURPHY CAPITAL MANAGEMENT INC | 5,100 | 431,000 | 2.69% |
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.
