| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 177,728 | 9,827,000 | 20.11% | ||
| 2 | Vigilant Capital Management, LLC | 136,482 | 7,546,000 | 15.44% | ||
| 3 | MEYER HANDELMAN CO | 132,988 | 7,353,000 | 15.05% | ||
| 4 | Lipe & Dalton | 80,310 | 4,440,000 | 9.09% | ||
| 5 | JAMES INVESTMENT RESEARCH, INC. | 79,964 | 4,421,000 | 9.05% | ||
| 6 | World Asset Management Inc | 50,259 | 2,778,000 | 5.68% | ||
| 7 | LOWE BROCKENBROUGH & CO INC | 45,045 | 2,491,000 | 5.10% | ||
| 8 | SILVER CAPITAL MANAGEMENT LLC | 43,850 | 2,425,000 | 4.96% | ||
| 9 | J.P. Morgan Private Wealth Advisors LLC | 32,938 | 1,821,000 | 3.73% | ||
| 10 | Veritable, L.P. | 28,373 | 1,569,000 | 3.21% | ||
| 11 | HIGH POINTE CAPITAL MANAGEMENT LLC | 16,400 | 907,000 | 1.86% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,810 | 874,000 | 1.79% | ||
| 13 | SOL Capital Management CO | 15,545 | 859,000 | 1.76% | ||
| 14 | Constellation Wealth Advisors, LLC | 11,390 | 630,000 | 1.29% | ||
| 15 | DOWLING & YAHNKE LLC | 6,915 | 382,000 | 0.78% | ||
| 16 | Laird Norton Wetherby Wealth Management, LLC | 5,498 | 304,000 | 0.62% | ||
| 17 | BRIDGES INVESTMENT COUNSEL INC/ | 4,312 | 239,000 | 0.49% | ||
| 18 | Cornerstone Advisors, Inc. | 56 | 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.
