| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 76,153 | 7,385,000 | 31.93% | ||
| 2 | Banyan Partners, LLC | 52,710 | 5,111,000 | 22.10% | ||
| 3 | Clean Yield Group | 20,297 | 1,968,000 | 8.51% | ||
| 4 | World Asset Management Inc | 20,185 | 1,958,000 | 8.47% | ||
| 5 | Sandhill Capital Partners LLC | 19,484 | 1,889,000 | 8.17% | ||
| 6 | Wellington Shields Capital Management, LLC | 12,600 | 1,222,000 | 5.28% | ||
| 7 | Bollard Group LLC | 7,068 | 685,000 | 2.96% | ||
| 8 | NorthCoast Asset Management LLC | 6,467 | 627,000 | 2.71% | ||
| 9 | Atlas Brown,Inc. | 6,440 | 624,000 | 2.70% | ||
| 10 | J.P. Morgan Private Wealth Advisors LLC | 5,368 | 520,000 | 2.25% | ||
| 11 | KEELEY ASSET MANAGEMENT CORP | 3,180 | 308,000 | 1.33% | ||
| 12 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 2,800 | 272,000 | 1.18% | ||
| 13 | BOSTON FAMILY OFFICE LLC | 2,650 | 257,000 | 1.11% | ||
| 14 | Aureus Asset Management, LLC | 2,400 | 233,000 | 1.01% | ||
| 15 | INVESTMENT COUNSELORS OF MARYLAND LLC | 700 | 68,000 | 0.29% | ||
| 16 | FORT PITT CAPITAL GROUP INC | 4 | 414 | 0.00% |
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.
