| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 113,013 | 18,120,000 | 34.43% | ||
| 2 | Crestwood Advisors Group, LLC | 105,890 | 16,978,000 | 32.26% | ||
| 3 | Integre Asset Management, LLC | 42,599 | 6,830,000 | 12.98% | ||
| 4 | SCHALLER INVESTMENT GROUP INC | 19,425 | 3,115,000 | 5.92% | ||
| 5 | WEIK CAPITAL MANAGEMENT | 12,035 | 1,930,000 | 3.67% | ||
| 6 | Avalon Investment & Advisory | 9,085 | 1,457,000 | 2.77% | ||
| 7 | World Asset Management Inc | 7,102 | 1,139,000 | 2.16% | ||
| 8 | CrestPoint Capital Management, LLC | 5,000 | 802,000 | 1.52% | ||
| 9 | KEELEY ASSET MANAGEMENT CORP | 3,175 | 509,000 | 0.97% | ||
| 10 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 3,000 | 481,000 | 0.91% | ||
| 11 | FIRST FOUNDATION ADVISORS | 2,803 | 449,000 | 0.85% | ||
| 12 | HARVEST MANAGEMENT LLC | 2,000 | 321,000 | 0.61% | ||
| 13 | J.P. Morgan Private Wealth Advisors LLC | 1,571 | 252,000 | 0.48% | ||
| 14 | Regent Investment Management LLC | 1,515 | 243,000 | 0.46% |
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.
