| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DEARBORN PARTNERS LLC | 251,514 | 13,134,000 | 30.31% | ||
| 2 | Azimuth Capital Management LLC | 107,837 | 5,631,000 | 13.00% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 94,039 | 4,911,000 | 11.33% | ||
| 4 | CITY NATIONAL BANK | 71,888 | 3,754,000 | 8.66% | ||
| 5 | MEYER HANDELMAN CO | 52,103 | 2,721,000 | 6.28% | ||
| 6 | S&CO INC | 44,772 | 2,338,000 | 5.40% | ||
| 7 | World Asset Management Inc | 33,591 | 1,754,000 | 4.05% | ||
| 8 | OARSMAN CAPITAL, INC. | 33,039 | 1,725,000 | 3.98% | ||
| 9 | ROTHSCHILD INVESTMENT LLC /IL | 27,741 | 1,449,000 | 3.34% | ||
| 10 | Legacy Capital Partners, Inc. | 21,953 | 1,147,000 | 2.65% | ||
| 11 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 12,071 | 630,000 | 1.45% | ||
| 12 | Veritable, L.P. | 10,250 | 535,000 | 1.23% | ||
| 13 | VAUGHAN DAVID INVESTMENTS LLC/IL | 9,627 | 503,000 | 1.16% | ||
| 14 | ELM ADVISORS, LLC | 7,387 | 386,000 | 0.89% | ||
| 15 | ISTHMUS PARTNERS, LLC | 6,994 | 365,000 | 0.84% | ||
| 16 | BOSTON FAMILY OFFICE LLC | 6,473 | 338,000 | 0.78% | ||
| 17 | SVB WEALTH LLC | 6,101 | 319,000 | 0.74% | ||
| 18 | First Dallas Securities Inc. | 5,640 | 295,000 | 0.68% | ||
| 19 | Curi Capital, LLC | 5,265 | 275,000 | 0.63% | ||
| 20 | J.P. Morgan Private Wealth Advisors LLC | 4,961 | 259,000 | 0.60% | ||
| 21 | HOLLENCREST CAPITAL MANAGEMENT | 4,755 | 249,000 | 0.57% | ||
| 22 | MAI Capital Management | 4,470 | 233,000 | 0.54% | ||
| 23 | 1834 INVESTMENT ADVISORS CO | 3,960 | 207,000 | 0.48% | ||
| 24 | QCI ASSET MANAGEMENT INC/NY | 2,000 | 104,000 | 0.24% | ||
| 25 | JAMES INVESTMENT RESEARCH, INC. | 1,298 | 68,000 | 0.16% |
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.
