| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALBION FINANCIAL GROUP /UT | 132,455 | 4,073,000 | 32.98% | ||
| 2 | Veritable, L.P. | 104,192 | 3,204,000 | 25.95% | ||
| 3 | PROFFITT & GOODSON INC | 38,139 | 1,173,000 | 9.50% | ||
| 4 | Hugh Johnson Advisors LLC | 24,910 | 766,000 | 6.20% | ||
| 5 | Stillwater Investment Management, LLC | 23,022 | 708,000 | 5.73% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 18,977 | 584,000 | 4.73% | ||
| 7 | GFS Advisors, LLC | 14,040 | 432,000 | 3.50% | ||
| 8 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 12,399 | 381,000 | 3.09% | ||
| 9 | Sequent Asset Management, LLC | 9,463 | 291,000 | 2.36% | ||
| 10 | ROTHSCHILD INVESTMENT LLC /IL | 8,563 | 263,000 | 2.13% | ||
| 11 | 1834 INVESTMENT ADVISORS CO | 7,209 | 222,000 | 1.80% | ||
| 12 | MONETARY MANAGEMENT GROUP INC | 6,432 | 198,000 | 1.60% | ||
| 13 | Bollard Group LLC | 613 | 19,000 | 0.15% | ||
| 14 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 587 | 18,000 | 0.15% | ||
| 15 | JAMES INVESTMENT RESEARCH, INC. | 347 | 11,000 | 0.09% | ||
| 16 | QCI ASSET MANAGEMENT INC/NY | 139 | 4,000 | 0.03% | ||
| 17 | Ancora Advisors LLC | 81 | 2,000 | 0.02% |
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.
