| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 221,528 | 14,929,000 | 48.52% | ||
| 2 | SENTINEL ASSET MANAGEMENT, INC. | 146,139 | 9,848,000 | 32.01% | ||
| 3 | NUANCE INVESTMENTS, LLC | 35,277 | 2,377,000 | 7.73% | ||
| 4 | Avalon Investment & Advisory | 28,263 | 1,905,000 | 6.19% | ||
| 5 | SVB WEALTH LLC | 11,258 | 759,000 | 2.47% | ||
| 6 | BOSTON FAMILY OFFICE LLC | 5,325 | 359,000 | 1.17% | ||
| 7 | World Asset Management Inc | 4,180 | 282,000 | 0.92% | ||
| 8 | Azimuth Capital Management LLC | 3,400 | 229,000 | 0.74% | ||
| 9 | Ancora Advisors LLC | 650 | 44,000 | 0.14% | ||
| 10 | QCI ASSET MANAGEMENT INC/NY | 525 | 35,000 | 0.11% |
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.
