| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Regis Management CO LLC | 200,981 | 10,057,000 | 23.22% | ||
| 2 | Seven Post Investment Office LP | 124,311 | 6,221,000 | 14.36% | ||
| 3 | Ancora Advisors LLC | 103,041 | 5,156,000 | 11.91% | ||
| 4 | NORTH STAR ASSET MANAGEMENT INC | 76,271 | 3,817,000 | 8.81% | ||
| 5 | SENTINEL TRUST CO LBA | 74,931 | 3,749,000 | 8.66% | ||
| 6 | WOODMONT INVESTMENT COUNSEL LLC | 74,862 | 3,746,000 | 8.65% | ||
| 7 | CUMBERLAND ADVISORS INC | 72,760 | 3,641,000 | 8.41% | ||
| 8 | CONDOR CAPITAL MANAGEMENT | 51,677 | 2,586,000 | 5.97% | ||
| 9 | VAUGHAN DAVID INVESTMENTS LLC/IL | 33,780 | 1,690,000 | 3.90% | ||
| 10 | Willingdon Wealth Management | 21,028 | 1,052,000 | 2.43% | ||
| 11 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9,250 | 463,000 | 1.07% | ||
| 12 | Colonial Trust Advisors | 9,131 | 457,000 | 1.06% | ||
| 13 | KEELEY ASSET MANAGEMENT CORP | 7,000 | 350,000 | 0.81% | ||
| 14 | BOSTON RESEARCH & MANAGEMENT INC | 6,450 | 322,000 | 0.74% |
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.
