| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 313,057 | 20,155,000 | 42.49% | ||
| 2 | Ativo Capital Management LLC | 121,913 | 7,849,000 | 16.55% | ||
| 3 | LOWE BROCKENBROUGH & CO INC | 86,022 | 5,538,000 | 11.67% | ||
| 4 | Lipe & Dalton | 65,723 | 4,231,000 | 8.92% | ||
| 5 | World Asset Management Inc | 34,601 | 2,228,000 | 4.70% | ||
| 6 | NUANCE INVESTMENTS, LLC | 27,848 | 1,793,000 | 3.78% | ||
| 7 | S&CO INC | 25,985 | 1,673,000 | 3.53% | ||
| 8 | SOL Capital Management CO | 15,739 | 1,013,000 | 2.14% | ||
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13,797 | 888,000 | 1.87% | ||
| 10 | DOWLING & YAHNKE LLC | 9,534 | 614,000 | 1.29% | ||
| 11 | Veritable, L.P. | 8,075 | 520,000 | 1.10% | ||
| 12 | Laird Norton Wetherby Wealth Management, LLC | 6,564 | 423,000 | 0.89% | ||
| 13 | SCOUT INVESTMENTS, INC. | 3,485 | 224,000 | 0.47% | ||
| 14 | SEIZERT CAPITAL PARTNERS, LLC | 3,181 | 205,000 | 0.43% | ||
| 15 | JAMES INVESTMENT RESEARCH, INC. | 650 | 42,000 | 0.09% | ||
| 16 | Cornerstone Advisors, Inc. | 333 | 21,000 | 0.04% | ||
| 17 | ISTHMUS PARTNERS, LLC | 300 | 19,000 | 0.04% |
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.
