| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 98,900 | 2,472,000 | 44.17% | ||
| 2 | Aldebaran Financial Inc. | 56,275 | 1,407,000 | 25.14% | ||
| 3 | Highlander Capital Management, LLC | 20,300 | 511,000 | 9.13% | ||
| 4 | COBIZ WEALTH, LLC | 17,000 | 425,000 | 7.59% | ||
| 5 | 683 Capital Management, LLC | 15,358 | 386,000 | 6.90% | ||
| 6 | American Research & Management Co. | 15,025 | 376,000 | 6.72% | ||
| 7 | WELLS FARGO & COMPANY/MN | 400 | 10,000 | 0.18% | ||
| 8 | CITIGROUP INC | 375 | 9,000 | 0.16% | ||
| 9 | Tower Research Capital LLC (TRC) | 1 | 0 | 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.
