| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 41,797 | 1,534,000 | 28.25% | ||
| 2 | CATAWBA CAPITAL MANAGEMENT /VA | 33,107 | 1,215,000 | 22.37% | ||
| 3 | Bollard Group LLC | 24,454 | 898,000 | 16.53% | ||
| 4 | SOL Capital Management CO | 12,475 | 458,000 | 8.43% | ||
| 5 | Veritable, L.P. | 9,623 | 353,000 | 6.50% | ||
| 6 | DOWLING & YAHNKE LLC | 8,147 | 299,000 | 5.51% | ||
| 7 | BRIDGES INVESTMENT COUNSEL INC/ | 6,617 | 243,000 | 4.47% | ||
| 8 | Laird Norton Wetherby Wealth Management, LLC | 5,774 | 212,000 | 3.90% | ||
| 9 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 5,669 | 208,000 | 3.83% | ||
| 10 | ISTHMUS PARTNERS, LLC | 300 | 11,000 | 0.20% |
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.
