| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 1,108,713 | 64,039,000 | 12.67% | ||
| 2 | CCM INVESTMENT ADVISERS LLC | 374,559 | 21,634,000 | 4.28% | ||
| 3 | Avalon Investment & Advisory | 369,717 | 21,355,000 | 4.23% | ||
| 4 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 232,725 | 13,442,000 | 2.66% | ||
| 5 | World Asset Management Inc | 226,166 | 13,063,000 | 2.58% | ||
| 6 | ARGENT CAPITAL MANAGEMENT LLC | 222,180 | 12,833,000 | 2.54% | ||
| 7 | ARMSTRONG SHAW ASSOCIATES INC/CT | 196,933 | 11,375,000 | 2.25% | ||
| 8 | S&CO INC | 190,567 | 11,007,000 | 2.18% | ||
| 9 | Stillwater Capital Advisors, LLC | 185,672 | 10,724,000 | 2.12% | ||
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 177,450 | 10,250,000 | 2.03% | ||
| 11 | LOMBARDIA CAPITAL PARTNERS LLC | 167,081 | 9,651,000 | 1.91% | ||
| 12 | AMERICAN NATIONAL INSURANCE CO | 165,000 | 9,530,000 | 1.89% | ||
| 13 | Veritable, L.P. | 155,870 | 9,003,000 | 1.78% | ||
| 14 | PATTEN & PATTEN INC/TN | 152,607 | 8,815,000 | 1.74% | ||
| 15 | QCI ASSET MANAGEMENT INC/NY | 149,051 | 8,609,000 | 1.70% | ||
| 16 | KCM INVESTMENT ADVISORS LLC | 140,131 | 8,094,000 | 1.60% | ||
| 17 | LOWE BROCKENBROUGH & CO INC | 136,293 | 7,872,000 | 1.56% | ||
| 18 | FRANKLIN STREET ADVISORS INC /NC | 134,440 | 7,765,000 | 1.54% | ||
| 19 | GRIFFIN ASSET MANAGEMENT, INC. | 133,352 | 7,702,000 | 1.52% | ||
| 20 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | 130,341 | 7,528,000 | 1.49% | ||
| 21 | NICHOLS & PRATT ADVISERS LLP /MA | 127,189 | 7,347,000 | 1.45% | ||
| 22 | SFE Investment Counsel | 122,825 | 7,094,000 | 1.40% | ||
| 23 | Tufton Capital Management | 116,232 | 6,714,000 | 1.33% | ||
| 24 | TEALWOOD ASSET MANAGEMENT INC | 113,855 | 6,576,000 | 1.30% | ||
| 25 | PARSONS CAPITAL MANAGEMENT INC/RI | 101,984 | 5,891,000 | 1.17% | ||
| 26 | ABNER HERRMAN & BROCK LLC | 95,809 | 5,534,000 | 1.09% | ||
| 27 | Leonetti & Associates, LLC | 95,200 | 5,499,000 | 1.09% | ||
| 28 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 94,455 | 5,456,000 | 1.08% | ||
| 29 | L & S Advisors Inc | 88,929 | 5,137,000 | 1.02% | ||
| 30 | W.G. Shaheen & Associates DBA Whitney & Co | 88,125 | 5,090,000 | 1.01% | ||
| 31 | AUGUSTINE ASSET MANAGEMENT INC | 85,662 | 4,947,000 | 0.98% | ||
| 32 | Azimuth Capital Management LLC | 83,553 | 4,826,000 | 0.95% | ||
| 33 | MEYER HANDELMAN CO | 82,500 | 4,765,000 | 0.94% | ||
| 34 | BECK MACK & OLIVER LLC | 78,352 | 4,526,000 | 0.90% | ||
| 35 | ZEVIN ASSET MANAGEMENT LLC | 76,516 | 4,420,000 | 0.87% | ||
| 36 | Zuckerman Investment Group, LLC | 76,333 | 4,409,000 | 0.87% | ||
| 37 | Eagle Ridge Investment Management | 76,294 | 4,407,000 | 0.87% | ||
| 38 | TWIN CAPITAL MANAGEMENT INC | 75,450 | 4,358,000 | 0.86% | ||
| 39 | 1834 INVESTMENT ADVISORS CO | 74,382 | 4,296,000 | 0.85% | ||
| 40 | DOWLING & YAHNKE LLC | 72,457 | 4,185,000 | 0.83% | ||
| 41 | MONTAG A & ASSOCIATES INC | 70,551 | 4,075,000 | 0.81% | ||
| 42 | FORBES J M & CO LLP | 69,409 | 4,009,000 | 0.79% | ||
| 43 | TAURUS ASSET MANAGEMENT, LLC | 68,581 | 3,961,000 | 0.78% | ||
| 44 | Ancora Advisors LLC | 68,068 | 3,932,000 | 0.78% | ||
| 45 | M. Kraus & Co | 65,895 | 3,806,000 | 0.75% | ||
| 46 | BAINCO INTERNATIONAL INVESTORS | 63,940 | 3,693,000 | 0.73% | ||
| 47 | VAUGHAN DAVID INVESTMENTS LLC/IL | 63,194 | 3,650,000 | 0.72% | ||
| 48 | MENLO ADVISORS LLC | 60,090 | 3,470,000 | 0.69% | ||
| 49 | Calvert Investment Management, Inc. | 58,167 | 3,360,000 | 0.66% | ||
| 50 | WOODMONT INVESTMENT COUNSEL LLC | 56,292 | 3,251,000 | 0.64% |
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.
