| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MONETARY MANAGEMENT GROUP INC | 1,220 | 70,000 | 0.39% | ||
| 2 | World Asset Management Inc | 3,611 | 208,000 | 1.15% | ||
| 3 | CROFT-LEOMINSTER INC | 5,827 | 336,000 | 1.86% | ||
| 4 | KEELEY ASSET MANAGEMENT CORP | 11,770 | 678,000 | 3.74% | ||
| 5 | Convergence Investment Partners, LLC | 14,378 | 829,000 | 4.58% | ||
| 6 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 17,435 | 1,005,000 | 5.55% | ||
| 7 | SVB WEALTH LLC | 82,669 | 4,764,000 | 26.31% | ||
| 8 | Avalon Investment & Advisory | 177,325 | 10,219,000 | 56.43% |
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.
