| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 799,595 | 42,882,000 | 38.20% | ||
| 2 | SENTINEL TRUST CO LBA | 522,110 | 28,000,000 | 24.94% | ||
| 3 | MAI Capital Management | 170,717 | 9,156,000 | 8.16% | ||
| 4 | Ancora Advisors LLC | 161,757 | 8,675,000 | 7.73% | ||
| 5 | PROBITY ADVISORS, INC. | 137,184 | 7,357,000 | 6.55% | ||
| 6 | RONALD BLUE & CO LLC | 82,226 | 4,410,000 | 3.93% | ||
| 7 | FARR MILLER & WASHINGTON LLC/DC | 67,049 | 3,596,000 | 3.20% | ||
| 8 | BOSTON RESEARCH & MANAGEMENT INC | 44,261 | 2,373,000 | 2.11% | ||
| 9 | WBI INVESTMENTS, LLC | 41,363 | 2,218,000 | 1.98% | ||
| 10 | Veritable, L.P. | 15,400 | 826,000 | 0.74% | ||
| 11 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 11,446 | 614,000 | 0.55% | ||
| 12 | FIRST FOUNDATION ADVISORS | 10,967 | 588,000 | 0.52% | ||
| 13 | Huntington Steele LLC | 8,276 | 444,000 | 0.40% | ||
| 14 | Willingdon Wealth Management | 7,271 | 390,000 | 0.35% | ||
| 15 | MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 5,504 | 295,000 | 0.26% | ||
| 16 | RADNOR CAPITAL MANAGEMENT, LLC | 4,200 | 225,000 | 0.20% | ||
| 17 | FORT PITT CAPITAL GROUP, LLC | 4,058 | 218,000 | 0.19% | ||
| 18 | ISTHMUS PARTNERS, LLC | 30 | 2,000 | 0.00% |
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.
