| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 63,967 | 4,029,000 | 33.63% | ||
| 2 | Convergence Investment Partners, LLC | 61,348 | 3,864,000 | 32.26% | ||
| 3 | CHURCHILL MANAGEMENT Corp | 30,658 | 1,931,000 | 16.12% | ||
| 4 | CrestPoint Capital Management, LLC | 14,200 | 894,000 | 7.46% | ||
| 5 | World Asset Management Inc | 8,414 | 530,000 | 4.42% | ||
| 6 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 5,000 | 315,000 | 2.63% | ||
| 7 | Liberty Capital Management, Inc. | 3,395 | 214,000 | 1.79% | ||
| 8 | Curi Capital, LLC | 3,197 | 202,000 | 1.69% |
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.
