| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 171,264 | 5,506,000 | 48.13% | ||
| 2 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 87,851 | 2,824,000 | 24.69% | ||
| 3 | GAMBLE JONES INVESTMENT COUNSEL | 62,446 | 2,008,000 | 17.55% | ||
| 4 | Veritable, L.P. | 17,860 | 574,000 | 5.02% | ||
| 5 | SCOUT INVESTMENTS, INC. | 8,656 | 278,000 | 2.43% | ||
| 6 | World Asset Management Inc | 6,661 | 214,000 | 1.87% | ||
| 7 | Evercore Wealth Management, LLC | 1,030 | 33,000 | 0.29% | ||
| 8 | Plante Moran Financial Advisors, LLC | 98 | 3,000 | 0.03% |
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.
