| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CACTI ASSET MANAGEMENT LLC | 834,215 | 24,420,000 | 42.54% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 603,615 | 17,493,000 | 30.47% | ||
| 3 | CONGRESS ASSET MANAGEMENT CO | 310,987 | 9,040,000 | 15.75% | ||
| 4 | SCOUT INVESTMENTS, INC. | 79,034 | 2,298,000 | 4.00% | ||
| 5 | COMMERCE BANK | 35,475 | 1,031,000 | 1.80% | ||
| 6 | Point View Wealth Management, Inc. | 22,454 | 653,000 | 1.14% | ||
| 7 | Roundview Capital LLC | 20,700 | 600,000 | 1.05% | ||
| 8 | PACER ADVISORS, INC. | 20,408 | 593,000 | 1.03% | ||
| 9 | PRIVATE TRUST CO NA | 14,073 | 409,000 | 0.71% | ||
| 10 | AMERIPRISE FINANCIAL INC | 12,519 | 362,000 | 0.63% | ||
| 11 | Forester Capital Management, LTD | 6,360 | 326,000 | 0.57% | ||
| 12 | PRIVATE CAPITAL MANAGEMENT INC | 2,000 | 58,000 | 0.10% | ||
| 13 | REILLY FINANCIAL ADVISORS, LLC | 1,295 | 38,000 | 0.07% | ||
| 14 | QUADRANT CAPITAL GROUP LLC | 1,177 | 31,000 | 0.05% | ||
| 15 | MYCIO WEALTH PARTNERS, LLC | 1,000 | 29,000 | 0.05% | ||
| 16 | America First Investment Advisors, LLC | 458 | 13,000 | 0.02% | ||
| 17 | ArchPoint Investors | 300 | 9,000 | 0.02% | ||
| 18 | Patten Group, Inc. | 100 | 2,907 | 0.01% | ||
| 19 | Burt Wealth Advisors | 20 | 1,000 | 0.00% |
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.
