| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 431,889 | 14,447,000 | 45.28% | ||
| 2 | BARR E S & CO | 424,627 | 14,204,000 | 44.52% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 58,298 | 1,950,000 | 6.11% | ||
| 4 | Clarkston Capital Partners, LLC | 10,000 | 335,000 | 1.05% | ||
| 5 | Caprock Group, LLC | 8,748 | 293,000 | 0.92% | ||
| 6 | World Asset Management Inc | 7,588 | 254,000 | 0.80% | ||
| 7 | Veritable, L.P. | 6,683 | 224,000 | 0.70% | ||
| 8 | Geneva Advisors, LLC | 6,000 | 201,000 | 0.63% |
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.
