| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MARATHON ASSET MANAGEMENT LLP | 590,106 | 38,031,000 | 87.62% | ||
| 2 | BAR HARBOR WEALTH MANAGEMENT | 20,376 | 1,313,000 | 3.03% | ||
| 3 | Estabrook Capital Management | 20,000 | 1,289,000 | 2.97% | ||
| 4 | DENVER INVESTMENT ADVISORS LLC | 11,224 | 723,000 | 1.67% | ||
| 5 | VALLEY NATIONAL ADVISERS INC | 8,551 | 551,000 | 1.27% | ||
| 6 | CIBC WORLD MARKETS CORP | 5,947 | 383,000 | 0.88% | ||
| 7 | Ifrah Financial Services, Inc. | 5,541 | 357,000 | 0.82% | ||
| 8 | HL FINANCIAL SERVICES LLC | 4,576 | 295,000 | 0.68% | ||
| 9 | Asset Management Group, Inc. | 3,280 | 211,000 | 0.49% | ||
| 10 | Mariner Wealth Advisors-Cincinnati, LLC | 3,135 | 202,000 | 0.47% | ||
| 11 | Gemmer Asset Management LLC | 339 | 22,000 | 0.05% | ||
| 12 | Nelson Capital Management, LLC | 200 | 13,000 | 0.03% | ||
| 13 | PINKERTON WEALTH, LLC | 164 | 11,000 | 0.03% | ||
| 14 | Sandy Spring Bank | 41 | 3,000 | 0.01% |
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.
