| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 76,017 | 8,126,000 | 30.92% | ||
| 2 | Banyan Partners, LLC | 48,150 | 5,147,000 | 19.59% | ||
| 3 | World Asset Management Inc | 20,195 | 2,159,000 | 8.22% | ||
| 4 | Sandhill Capital Partners LLC | 19,954 | 2,133,000 | 8.12% | ||
| 5 | Clean Yield Group | 19,397 | 2,073,000 | 7.89% | ||
| 6 | CAPITAL MANAGEMENT ASSOCIATES /NY/ | 12,400 | 1,326,000 | 5.05% | ||
| 7 | Wellington Shields Capital Management, LLC | 12,400 | 1,326,000 | 5.05% | ||
| 8 | Bollard Group LLC | 7,070 | 756,000 | 2.88% | ||
| 9 | NorthCoast Asset Management LLC | 6,792 | 726,000 | 2.76% | ||
| 10 | Atlas Brown,Inc. | 6,440 | 688,000 | 2.62% | ||
| 11 | J.P. Morgan Private Wealth Advisors LLC | 5,263 | 563,000 | 2.14% | ||
| 12 | KEELEY ASSET MANAGEMENT CORP | 3,180 | 340,000 | 1.29% | ||
| 13 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 2,800 | 299,000 | 1.14% | ||
| 14 | BOSTON FAMILY OFFICE LLC | 2,650 | 283,000 | 1.08% | ||
| 15 | Aureus Asset Management, LLC | 2,400 | 257,000 | 0.98% | ||
| 16 | INVESTMENT COUNSELORS OF MARYLAND LLC | 700 | 75,000 | 0.29% | ||
| 17 | FORT PITT CAPITAL GROUP INC | 4 | 393 | 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.
