| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 1,400,531 | 48,514,000 | 55.46% | ||
| 2 | BOWEN HANES & CO INC | 557,924 | 19,327,000 | 22.09% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 280,669 | 9,722,000 | 11.11% | ||
| 4 | Ranger International Management, LP | 139,588 | 4,835,000 | 5.53% | ||
| 5 | Advisors Capital Management, LLC | 80,860 | 2,801,000 | 3.20% | ||
| 6 | BECK MACK & OLIVER LLC | 13,302 | 461,000 | 0.53% | ||
| 7 | CG Asset Management LLC | 10,800 | 374,000 | 0.43% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 9,290 | 322,000 | 0.37% | ||
| 9 | Crestwood Advisors Group, LLC | 8,250 | 286,000 | 0.33% | ||
| 10 | Suncoast Equity Management | 7,453 | 258,000 | 0.29% | ||
| 11 | InterOcean Capital, LLC | 6,375 | 221,000 | 0.25% | ||
| 12 | Evercore Wealth Management, LLC | 3,900 | 135,000 | 0.15% | ||
| 13 | Bollard Group LLC | 3,562 | 123,000 | 0.14% | ||
| 14 | ISTHMUS PARTNERS, LLC | 3,000 | 101,000 | 0.12% |
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.
