| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INVESTMENT COUNSELORS OF MARYLAND LLC | 704 | 112,000 | 0.41% | ||
| 2 | FIRST FOUNDATION ADVISORS | 1,325 | 211,000 | 0.77% | ||
| 3 | CAPITAL MANAGEMENT ASSOCIATES /NY/ | 1,680 | 268,000 | 0.98% | ||
| 4 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 2,195 | 350,000 | 1.28% | ||
| 5 | World Asset Management Inc | 3,139 | 500,000 | 1.83% | ||
| 6 | Regent Investment Management LLC | 3,730 | 594,000 | 2.17% | ||
| 7 | Wellington Shields Capital Management, LLC | 5,425 | 864,000 | 3.16% | ||
| 8 | Narwhal Capital Management | 5,753 | 916,000 | 3.35% | ||
| 9 | CrestPoint Capital Management, LLC | 6,600 | 1,051,000 | 3.85% | ||
| 10 | CG Asset Management LLC | 6,835 | 1,089,000 | 3.98% | ||
| 11 | WEIK CAPITAL MANAGEMENT | 12,600 | 2,007,000 | 7.34% | ||
| 12 | KEELEY ASSET MANAGEMENT CORP | 18,660 | 2,972,000 | 10.87% | ||
| 13 | SCHALLER INVESTMENT GROUP INC | 21,835 | 3,478,000 | 12.72% | ||
| 14 | Crestwood Advisors Group, LLC | 81,117 | 12,921,000 | 47.27% |
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.
