| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 58,683 | 859,000 | 44.95% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 38,793 | 568,000 | 29.72% | ||
| 3 | KEELEY ASSET MANAGEMENT CORP | 23,050 | 337,000 | 17.63% | ||
| 4 | World Asset Management Inc | 10,034 | 147,000 | 7.69% |
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.
