| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INVESTMENT COUNSELORS OF MARYLAND LLC | 292,210 | 16,358,000 | 85.99% | ||
| 2 | WBI INVESTMENTS, LLC | 29,903 | 1,674,000 | 8.80% | ||
| 3 | FIRST FOUNDATION ADVISORS | 11,736 | 657,000 | 3.45% | ||
| 4 | Veritable, L.P. | 5,961 | 334,000 | 1.76% |
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.
