| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | 73,056 | 1,908,000 | 19.43% | ||
| 2 | Colonial Trust Advisors | 54,018 | 1,411,000 | 14.37% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 48,104 | 1,257,000 | 12.80% | ||
| 4 | CYPRESS ASSET MANAGEMENT INC/TX | 41,731 | 1,090,000 | 11.10% | ||
| 5 | Jolley Asset Management, LLC | 38,130 | 996,000 | 10.14% | ||
| 6 | Cohen Capital Management, Inc. | 19,950 | 521,000 | 5.31% | ||
| 7 | Veritable, L.P. | 18,919 | 494,000 | 5.03% | ||
| 8 | SOL Capital Management CO | 17,664 | 461,000 | 4.69% | ||
| 9 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 15,515 | 405,000 | 4.12% | ||
| 10 | AUXIER ASSET MANAGEMENT LLC | 13,337 | 348,000 | 3.54% | ||
| 11 | MAI Capital Management | 12,097 | 316,000 | 3.22% | ||
| 12 | Regent Investment Management LLC | 11,550 | 302,000 | 3.08% | ||
| 13 | InterOcean Capital, LLC | 10,835 | 283,000 | 2.88% | ||
| 14 | QUADRANT CAPITAL GROUP LLC | 826 | 17,000 | 0.17% | ||
| 15 | QCI ASSET MANAGEMENT INC/NY | 351 | 9,000 | 0.09% | ||
| 16 | Ancora Advisors LLC | 80 | 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.
