| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 319,846 | 5,780,000 | 50.07% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 146,767 | 2,652,000 | 22.97% | ||
| 3 | Veritable, L.P. | 60,331 | 1,090,000 | 9.44% | ||
| 4 | Evercore Wealth Management, LLC | 50,140 | 906,000 | 7.85% | ||
| 5 | Ativo Capital Management LLC | 44,958 | 812,000 | 7.03% | ||
| 6 | Coe Capital Management, LLC | 16,635 | 301,000 | 2.61% | ||
| 7 | Plante Moran Financial Advisors, LLC | 155 | 3,000 | 0.03% |
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.
