| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 51,478 | 1,234,000 | 45.48% | ||
| 2 | JOHNSON INVESTMENT COUNSEL INC | 33,800 | 839,000 | 30.93% | ||
| 3 | EisnerAmper Wealth Management Corporate Benefits, LLC | 11,915 | 296,000 | 10.91% | ||
| 4 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | 8,849 | 220,000 | 8.11% | ||
| 5 | Vantage Investment Advisors, LLC | 4,400 | 109,000 | 4.02% | ||
| 6 | Private Ocean, LLC | 308 | 8,000 | 0.29% | ||
| 7 | NEWFOUND RESEARCH LLC | 273 | 7,000 | 0.26% |
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.