| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARMSTRONG SHAW ASSOCIATES INC/CT | 245,605 | 8,218,000 | 39.01% | ||
| 2 | Calvert Investment Management, Inc. | 88,048 | 2,946,000 | 13.98% | ||
| 3 | Bollard Group LLC | 62,734 | 2,099,000 | 9.96% | ||
| 4 | TWIN CAPITAL MANAGEMENT INC | 46,550 | 1,558,000 | 7.39% | ||
| 5 | World Asset Management Inc | 45,188 | 1,512,000 | 7.18% | ||
| 6 | CATAWBA CAPITAL MANAGEMENT /VA | 33,209 | 1,111,000 | 5.27% | ||
| 7 | Veritable, L.P. | 32,126 | 1,075,000 | 5.10% | ||
| 8 | Willingdon Wealth Management | 31,990 | 1,070,000 | 5.08% | ||
| 9 | SOL Capital Management CO | 12,770 | 427,000 | 2.03% | ||
| 10 | WILLIAMS JONES & ASSOCIATES LLC | 12,445 | 416,000 | 1.97% | ||
| 11 | DOWLING & YAHNKE LLC | 10,707 | 358,000 | 1.70% | ||
| 12 | Laird Norton Wetherby Wealth Management, LLC | 7,769 | 260,000 | 1.23% | ||
| 13 | ISTHMUS PARTNERS, LLC | 300 | 10,000 | 0.05% | ||
| 14 | Aris Wealth Services, Inc. | 267 | 9,000 | 0.04% |
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.
