| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Karp Capital Management Corp | 100 | 3,000 | 0.01% | ||
| 2 | WINDWARD CAPITAL MANAGEMENT CO /CA | 6,026 | 207,000 | 0.96% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 7,392 | 253,000 | 1.17% | ||
| 4 | BOURGEON CAPITAL MANAGEMENT LLC | 9,600 | 330,000 | 1.52% | ||
| 5 | SVB WEALTH LLC | 11,437 | 392,000 | 1.81% | ||
| 6 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 13,774 | 473,000 | 2.18% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 18,965 | 651,000 | 3.01% | ||
| 8 | BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 22,080 | 758,000 | 3.50% | ||
| 9 | World Asset Management Inc | 32,948 | 1,131,000 | 5.22% | ||
| 10 | Advisors Capital Management, LLC | 64,845 | 2,226,000 | 10.28% | ||
| 11 | HIGH POINTE CAPITAL MANAGEMENT LLC | 70,690 | 2,427,000 | 11.21% | ||
| 12 | KEELEY ASSET MANAGEMENT CORP | 162,000 | 5,561,000 | 25.68% | ||
| 13 | KR CAPITAL ADVISORS INC | 210,970 | 7,243,000 | 33.45% |
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.
