| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 591 | 31,000 | 0.05% | ||
| 2 | Veritable, L.P. | 7,245 | 377,000 | 0.57% | ||
| 3 | GARDNER RUSSO & QUINN LLC | 10,986 | 571,000 | 0.87% | ||
| 4 | DEARBORN PARTNERS LLC | 14,305 | 743,000 | 1.13% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 14,643 | 761,000 | 1.16% | ||
| 6 | World Asset Management Inc | 35,299 | 1,834,000 | 2.79% | ||
| 7 | FORBES J M & CO LLP | 53,873 | 2,799,000 | 4.26% | ||
| 8 | Azimuth Capital Management LLC | 113,165 | 5,881,000 | 8.95% | ||
| 9 | KINGS POINT CAPITAL MANAGEMENT | 192,095 | 9,983,000 | 15.20% | ||
| 10 | FIRST FOUNDATION ADVISORS | 286,798 | 14,905,000 | 22.69% | ||
| 11 | RHUMBLINE ADVISERS | 535,172 | 27,813,000 | 42.33% |
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.
