| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 758,205 | 20,472,000 | 52.95% | ||
| 2 | NORTH STAR ASSET MANAGEMENT INC | 335,887 | 9,069,000 | 23.46% | ||
| 3 | S&CO INC | 84,850 | 2,291,000 | 5.93% | ||
| 4 | Fairpointe Capital LLC | 67,670 | 1,827,000 | 4.73% | ||
| 5 | Veritable, L.P. | 53,029 | 1,432,000 | 3.70% | ||
| 6 | BEACH INVESTMENT COUNSEL INC/PA | 33,290 | 899,000 | 2.33% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 26,552 | 717,000 | 1.85% | ||
| 8 | World Asset Management Inc | 24,588 | 664,000 | 1.72% | ||
| 9 | SHAPIRO CAPITAL MANAGEMENT LLC | 16,950 | 457,650 | 1.18% | ||
| 10 | Clarkston Capital Partners, LLC | 15,135 | 408,645 | 1.06% | ||
| 11 | Fiera Capital Corp | 8,950 | 242,000 | 0.63% | ||
| 12 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 3,767 | 102,000 | 0.26% | ||
| 13 | MONETARY MANAGEMENT GROUP INC | 3,032 | 82,000 | 0.21% |
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.
