| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | InterOcean Capital, LLC | 61,992 | 1,231,000 | 27.55% | ||
| 2 | Veritable, L.P. | 60,767 | 1,207,000 | 27.01% | ||
| 3 | Savant Capital, LLC | 37,671 | 748,000 | 16.74% | ||
| 4 | Advisors Capital Management, LLC | 19,429 | 386,000 | 8.64% | ||
| 5 | Azimuth Capital Management LLC | 19,205 | 381,000 | 8.53% | ||
| 6 | BAINCO INTERNATIONAL INVESTORS | 14,400 | 286,000 | 6.40% | ||
| 7 | KEELEY ASSET MANAGEMENT CORP | 10,331 | 205,000 | 4.59% | ||
| 8 | Evercore Wealth Management, LLC | 1,200 | 24,000 | 0.54% |
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.
