| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | New England Research & Management, Inc. | 2,150 | 232,000 | 0.67% | ||
| 2 | SOL Capital Management CO | 2,300 | 248,000 | 0.72% | ||
| 3 | Veritable, L.P. | 3,926 | 423,000 | 1.22% | ||
| 4 | World Asset Management Inc | 11,432 | 1,233,000 | 3.56% | ||
| 5 | Curi Capital, LLC | 31,432 | 3,389,000 | 9.79% | ||
| 6 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 52,924 | 5,706,000 | 16.49% | ||
| 7 | WILLIAM HARRIS INVESTORS INC | 54,799 | 5,908,000 | 17.08% | ||
| 8 | Leonetti & Associates, LLC | 57,000 | 6,146,000 | 17.76% | ||
| 9 | SCOUT INVESTMENTS, INC. | 104,947 | 11,315,000 | 32.70% |
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.
