| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 74,974 | 11,223,000 | 33.57% | ||
| 2 | Zuckerman Investment Group, LLC | 44,573 | 6,672,000 | 19.96% | ||
| 3 | SCHALLER INVESTMENT GROUP INC | 24,135 | 3,613,000 | 10.81% | ||
| 4 | KEELEY ASSET MANAGEMENT CORP | 19,200 | 2,874,000 | 8.60% | ||
| 5 | Narwhal Capital Management | 14,289 | 2,139,000 | 6.40% | ||
| 6 | WEIK CAPITAL MANAGEMENT | 13,440 | 2,012,000 | 6.02% | ||
| 7 | CrestPoint Capital Management, LLC | 6,730 | 1,007,000 | 3.01% | ||
| 8 | World Asset Management Inc | 6,321 | 946,000 | 2.83% | ||
| 9 | CG Asset Management LLC | 5,850 | 876,000 | 2.62% | ||
| 10 | Wellington Shields Capital Management, LLC | 5,425 | 812,000 | 2.43% | ||
| 11 | Regent Investment Management LLC | 4,405 | 659,000 | 1.97% | ||
| 12 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 1,785 | 267,000 | 0.80% | ||
| 13 | CAPITAL MANAGEMENT ASSOCIATES /NY/ | 1,480 | 222,000 | 0.66% | ||
| 14 | INVESTMENT COUNSELORS OF MARYLAND LLC | 704 | 105,000 | 0.31% |
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.
