| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 1,216,233 | 79,590,000 | 13.95% | ||
| 2 | Avalon Investment & Advisory | 388,946 | 25,453,000 | 4.46% | ||
| 3 | CCM INVESTMENT ADVISERS LLC | 342,220 | 22,394,000 | 3.93% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 263,969 | 17,274,000 | 3.03% | ||
| 5 | ARGENT CAPITAL MANAGEMENT LLC | 261,074 | 17,085,000 | 2.99% | ||
| 6 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 239,235 | 15,656,000 | 2.74% | ||
| 7 | LOMBARDIA CAPITAL PARTNERS LLC | 213,543 | 13,974,000 | 2.45% | ||
| 8 | Stillwater Capital Advisors, LLC | 193,338 | 12,652,000 | 2.22% | ||
| 9 | S&CO INC | 191,513 | 12,533,000 | 2.20% | ||
| 10 | ARMSTRONG SHAW ASSOCIATES INC/CT | 190,367 | 12,458,000 | 2.18% | ||
| 11 | World Asset Management Inc | 186,246 | 12,188,000 | 2.14% | ||
| 12 | AMERICAN NATIONAL INSURANCE CO | 165,000 | 10,798,000 | 1.89% | ||
| 13 | PATTEN & PATTEN INC/TN | 163,882 | 10,724,000 | 1.88% | ||
| 14 | Veritable, L.P. | 155,307 | 10,163,000 | 1.78% | ||
| 15 | QCI ASSET MANAGEMENT INC/NY | 147,972 | 9,683,000 | 1.70% | ||
| 16 | KCM INVESTMENT ADVISORS LLC | 143,242 | 9,374,000 | 1.64% | ||
| 17 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | 131,142 | 8,582,000 | 1.50% | ||
| 18 | FORBES J M & CO LLP | 150,465 | 8,559,000 | 1.50% | ||
| 19 | LOWE BROCKENBROUGH & CO INC | 129,648 | 8,484,000 | 1.49% | ||
| 20 | GRIFFIN ASSET MANAGEMENT, INC. | 129,336 | 8,464,000 | 1.48% | ||
| 21 | SFE Investment Counsel | 116,885 | 7,649,000 | 1.34% | ||
| 22 | BAINCO INTERNATIONAL INVESTORS | 116,525 | 7,625,000 | 1.34% | ||
| 23 | TEALWOOD ASSET MANAGEMENT INC | 115,321 | 7,547,000 | 1.32% | ||
| 24 | Tufton Capital Management | 113,233 | 7,410,000 | 1.30% | ||
| 25 | PARSONS CAPITAL MANAGEMENT INC/RI | 100,584 | 6,583,000 | 1.15% | ||
| 26 | 1834 INVESTMENT ADVISORS CO | 93,536 | 6,121,000 | 1.07% | ||
| 27 | Leonetti & Associates, LLC | 92,600 | 6,060,000 | 1.06% | ||
| 28 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 92,022 | 6,022,000 | 1.06% | ||
| 29 | W.G. Shaheen & Associates DBA Whitney & Co | 86,925 | 5,688,000 | 1.00% | ||
| 30 | AUGUSTINE ASSET MANAGEMENT INC | 85,398 | 5,588,000 | 0.98% | ||
| 31 | Azimuth Capital Management LLC | 83,603 | 5,471,000 | 0.96% | ||
| 32 | MEYER HANDELMAN CO | 82,500 | 5,399,000 | 0.95% | ||
| 33 | BECK MACK & OLIVER LLC | 78,029 | 5,106,000 | 0.89% | ||
| 34 | TWIN CAPITAL MANAGEMENT INC | 76,970 | 5,037,000 | 0.88% | ||
| 35 | Zuckerman Investment Group, LLC | 76,333 | 4,995,000 | 0.88% | ||
| 36 | DOWLING & YAHNKE LLC | 71,627 | 4,687,000 | 0.82% | ||
| 37 | MONTAG A & ASSOCIATES INC | 71,196 | 4,659,000 | 0.82% | ||
| 38 | VAUGHAN DAVID INVESTMENTS LLC/IL | 68,746 | 4,499,000 | 0.79% | ||
| 39 | M. Kraus & Co | 68,680 | 4,494,000 | 0.79% | ||
| 40 | ZEVIN ASSET MANAGEMENT LLC | 67,986 | 4,449,000 | 0.78% | ||
| 41 | TAURUS ASSET MANAGEMENT, LLC | 65,281 | 4,272,000 | 0.75% | ||
| 42 | Calvert Investment Management, Inc. | 63,880 | 4,180,000 | 0.73% | ||
| 43 | Ancora Advisors LLC | 63,413 | 4,150,000 | 0.73% | ||
| 44 | MENLO ADVISORS LLC | 59,322 | 3,882,000 | 0.68% | ||
| 45 | WOODMONT INVESTMENT COUNSEL LLC | 53,658 | 3,511,000 | 0.62% | ||
| 46 | NICHOLS & PRATT ADVISERS LLP /MA | 53,355 | 3,491,000 | 0.61% | ||
| 47 | Hugh Johnson Advisors LLC | 51,825 | 3,391,000 | 0.59% | ||
| 48 | ABNER HERRMAN & BROCK LLC | 48,410 | 3,168,000 | 0.56% | ||
| 49 | Maple Capital Management, Inc. | 45,398 | 2,971,000 | 0.52% | ||
| 50 | CG Asset Management LLC | 45,180 | 2,957,000 | 0.52% |
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.
