| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JAMES INVESTMENT RESEARCH, INC. | 1,298 | 67,000 | 0.17% | ||
| 2 | QCI ASSET MANAGEMENT INC/NY | 2,000 | 103,000 | 0.26% | ||
| 3 | First Dallas Securities Inc. | 4,000 | 205,000 | 0.51% | ||
| 4 | 1834 INVESTMENT ADVISORS CO | 4,260 | 219,000 | 0.55% | ||
| 5 | MAI Capital Management | 4,470 | 229,000 | 0.57% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 5,014 | 257,000 | 0.64% | ||
| 7 | SVB WEALTH LLC | 5,107 | 262,000 | 0.65% | ||
| 8 | BOSTON FAMILY OFFICE LLC | 6,473 | 332,000 | 0.83% | ||
| 9 | ELM ADVISORS, LLC | 7,387 | 379,000 | 0.95% | ||
| 10 | VAUGHAN DAVID INVESTMENTS LLC/IL | 8,951 | 459,000 | 1.15% | ||
| 11 | Veritable, L.P. | 11,062 | 568,000 | 1.42% | ||
| 12 | Kovitz Investment Group, LLC | 13,834 | 710,000 | 1.77% | ||
| 13 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 13,965 | 717,000 | 1.79% | ||
| 14 | ISTHMUS PARTNERS, LLC | 14,388 | 744,000 | 1.86% | ||
| 15 | Legacy Capital Partners, Inc. | 21,663 | 1,112,000 | 2.78% | ||
| 16 | ROTHSCHILD INVESTMENT LLC /IL | 27,747 | 1,424,000 | 3.55% | ||
| 17 | OARSMAN CAPITAL, INC. | 33,199 | 1,703,000 | 4.25% | ||
| 18 | World Asset Management Inc | 34,400 | 1,765,000 | 4.41% | ||
| 19 | S&CO INC | 44,772 | 2,297,000 | 5.73% | ||
| 20 | MEYER HANDELMAN CO | 48,143 | 2,470,000 | 6.16% | ||
| 21 | KCM INVESTMENT ADVISORS LLC | 94,000 | 4,823,000 | 12.04% | ||
| 22 | Azimuth Capital Management LLC | 110,380 | 5,664,000 | 14.14% | ||
| 23 | DEARBORN PARTNERS LLC | 264,233 | 13,558,000 | 33.84% |
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.
