| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Regis Management CO LLC | 198,857 | 10,281,000 | 25.97% | ||
| 2 | Seven Post Investment Office LP | 116,461 | 5,716,000 | 14.44% | ||
| 3 | Ancora Advisors LLC | 103,406 | 5,346,000 | 13.50% | ||
| 4 | NORTH STAR ASSET MANAGEMENT INC | 72,254 | 3,736,000 | 9.44% | ||
| 5 | WOODMONT INVESTMENT COUNSEL LLC | 71,102 | 3,676,000 | 9.29% | ||
| 6 | CUMBERLAND ADVISORS INC | 52,310 | 2,704,000 | 6.83% | ||
| 7 | CONDOR CAPITAL MANAGEMENT | 51,299 | 2,652,000 | 6.70% | ||
| 8 | VAUGHAN DAVID INVESTMENTS LLC/IL | 33,780 | 1,746,000 | 4.41% | ||
| 9 | SENTINEL TRUST CO LBA | 28,062 | 1,450,000 | 3.66% | ||
| 10 | Willingdon Wealth Management | 19,843 | 1,026,000 | 2.59% | ||
| 11 | Colonial Trust Advisors | 9,050 | 468,000 | 1.18% | ||
| 12 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8,235 | 426,000 | 1.08% | ||
| 13 | KEELEY ASSET MANAGEMENT CORP | 7,000 | 362,000 | 0.91% |
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.
