| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DAVIS R M INC | 399,269 | 34,497,000 | 8.16% | ||
| 2 | FORT PITT CAPITAL GROUP, LLC | 325,615 | 28,133,000 | 6.65% | ||
| 3 | FARR MILLER & WASHINGTON LLC/DC | 315,624 | 27,269,000 | 6.45% | ||
| 4 | FIRST FOUNDATION ADVISORS | 302,931 | 26,173,000 | 6.19% | ||
| 5 | Crestwood Advisors Group, LLC | 244,876 | 21,157,000 | 5.00% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 212,864 | 18,391,000 | 4.35% | ||
| 7 | S&CO INC | 203,133 | 17,551,000 | 4.15% | ||
| 8 | Avalon Investment & Advisory | 181,750 | 15,703,000 | 3.71% | ||
| 9 | Grisanti Capital Management LLC | 179,714 | 15,527,000 | 3.67% | ||
| 10 | PHILADELPHIA TRUST CO | 179,479 | 15,507,000 | 3.67% | ||
| 11 | World Asset Management Inc | 143,772 | 12,422,000 | 2.94% | ||
| 12 | MAI Capital Management | 139,238 | 12,030,000 | 2.85% | ||
| 13 | AUXIER ASSET MANAGEMENT LLC | 139,123 | 12,020,000 | 2.84% | ||
| 14 | Azimuth Capital Management LLC | 132,794 | 11,473,000 | 2.71% | ||
| 15 | FORBES J M & CO LLP | 125,142 | 10,812,000 | 2.56% | ||
| 16 | Stillwater Capital Advisors, LLC | 114,096 | 9,858,000 | 2.33% | ||
| 17 | MCRAE CAPITAL MANAGEMENT INC | 104,923 | 9,065,000 | 2.14% | ||
| 18 | NICHOLS & PRATT ADVISERS LLP /MA | 95,666 | 8,265,000 | 1.95% | ||
| 19 | FRANKLIN STREET ADVISORS INC /NC | 91,395 | 7,897,000 | 1.87% | ||
| 20 | Advisors Capital Management, LLC | 84,505 | 7,301,000 | 1.73% | ||
| 21 | KCM INVESTMENT ADVISORS LLC | 83,556 | 7,219,000 | 1.71% | ||
| 22 | Leonetti & Associates, LLC | 83,050 | 7,176,000 | 1.70% | ||
| 23 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 78,801 | 6,808,000 | 1.61% | ||
| 24 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 77,716 | 6,715,000 | 1.59% | ||
| 25 | AMERICAN NATIONAL INSURANCE CO | 76,813 | 6,637,000 | 1.57% | ||
| 26 | MENLO ADVISORS LLC | 66,410 | 5,737,000 | 1.36% | ||
| 27 | EVERETT HARRIS & CO /CA/ | 58,143 | 5,024,000 | 1.19% | ||
| 28 | L & S Advisors Inc | 57,380 | 4,958,000 | 1.17% | ||
| 29 | Lipe & Dalton | 49,687 | 4,293,000 | 1.02% | ||
| 30 | Veritable, L.P. | 47,602 | 4,113,000 | 0.97% | ||
| 31 | Ancora Advisors LLC | 41,242 | 3,563,000 | 0.84% | ||
| 32 | AUGUSTINE ASSET MANAGEMENT INC | 40,656 | 3,512,000 | 0.83% | ||
| 33 | Ativo Capital Management LLC | 38,584 | 3,334,000 | 0.79% | ||
| 34 | M. Kraus & Co | 36,865 | 3,185,000 | 0.75% | ||
| 35 | Cognios Capital, LLC | 32,605 | 2,817,000 | 0.67% | ||
| 36 | DOWLING & YAHNKE LLC | 28,646 | 2,475,000 | 0.59% | ||
| 37 | LOWE BROCKENBROUGH & CO INC | 23,408 | 2,022,000 | 0.48% | ||
| 38 | ELCO MANAGEMENT CO., LLC | 22,089 | 1,908,000 | 0.45% | ||
| 39 | Caprock Group, LLC | 21,767 | 1,881,000 | 0.44% | ||
| 40 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 20,773 | 1,795,000 | 0.42% | ||
| 41 | CONDOR CAPITAL MANAGEMENT | 16,891 | 1,459,000 | 0.35% | ||
| 42 | Laird Norton Wetherby Wealth Management, LLC | 16,456 | 1,422,000 | 0.34% | ||
| 43 | OARSMAN CAPITAL, INC. | 15,912 | 1,375,000 | 0.33% | ||
| 44 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 13,760 | 1,189,000 | 0.28% | ||
| 45 | ROTHSCHILD INVESTMENT LLC /IL | 13,146 | 1,136,000 | 0.27% | ||
| 46 | NORTH STAR ASSET MANAGEMENT INC | 11,750 | 1,015,000 | 0.24% | ||
| 47 | SHELTON CAPITAL MANAGEMENT | 13,555 | 966,000 | 0.23% | ||
| 48 | FISHMAN JAY A LTD/MI | 10,834 | 936,057 | 0.22% | ||
| 49 | BOSTON FAMILY OFFICE LLC | 9,326 | 806,000 | 0.19% | ||
| 50 | Colonial Trust Advisors | 8,606 | 744,000 | 0.18% |
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.
