| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | THOMASPARTNERS, INC. | 1,194,611 | 110,442,000 | 7.26% | ||
| 2 | DEPRINCE RACE & ZOLLO INC | 976,495 | 90,277,000 | 5.94% | ||
| 3 | PRIO WEALTH LIMITED PARTNERSHIP | 765,767 | 70,795,000 | 4.66% | ||
| 4 | NICHOLS & PRATT ADVISERS LLP /MA | 664,340 | 61,434,000 | 4.04% | ||
| 5 | Avalon Investment & Advisory | 653,974 | 60,460,000 | 3.98% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 653,128 | 60,382,000 | 3.97% | ||
| 7 | World Asset Management Inc | 542,012 | 50,109,000 | 3.30% | ||
| 8 | PARSONS CAPITAL MANAGEMENT INC/RI | 387,483 | 35,823,000 | 2.36% | ||
| 9 | BARR E S & CO | 370,706 | 34,272,000 | 2.25% | ||
| 10 | Kimelman & Baird, LLC | 363,214 | 33,579,000 | 2.21% | ||
| 11 | S&CO INC | 361,926 | 33,460,000 | 2.20% | ||
| 12 | AMERICAN NATIONAL INSURANCE CO | 329,224 | 30,437,000 | 2.00% | ||
| 13 | Cetera Advisor Networks LLC | 243,151 | 22,445,000 | 1.48% | ||
| 14 | Azimuth Capital Management LLC | 234,389 | 21,669,000 | 1.43% | ||
| 15 | FARR MILLER & WASHINGTON LLC/DC | 234,156 | 21,648,000 | 1.42% | ||
| 16 | PARTHENON LLC | 222,058 | 20,529,000 | 1.35% | ||
| 17 | BOWEN HANES & CO INC | 217,491 | 20,107,000 | 1.32% | ||
| 18 | QCI ASSET MANAGEMENT INC/NY | 193,816 | 17,918,000 | 1.18% | ||
| 19 | Tufton Capital Management | 180,494 | 16,687,000 | 1.10% | ||
| 20 | EVERETT HARRIS & CO /CA/ | 179,627 | 16,607,000 | 1.09% | ||
| 21 | CYPRESS ASSET MANAGEMENT INC/TX | 177,142 | 16,377,000 | 1.08% | ||
| 22 | Crestwood Advisors Group, LLC | 175,323 | 16,209,000 | 1.07% | ||
| 23 | JAMES INVESTMENT RESEARCH, INC. | 170,975 | 15,807,000 | 1.04% | ||
| 24 | FORBES J M & CO LLP | 166,338 | 15,138,000 | 1.00% | ||
| 25 | GARDNER RUSSO & QUINN LLC | 162,014 | 14,978,000 | 0.98% | ||
| 26 | BOYS ARNOLD & CO INC | 161,957 | 14,973,000 | 0.98% | ||
| 27 | CASTLEARK MANAGEMENT LLC | 160,700 | 14,857,000 | 0.98% | ||
| 28 | VALLEY FORGE ASSET MANAGEMENT, LLC | 160,355 | 14,825,000 | 0.97% | ||
| 29 | Birch Hill Investment Advisors LLC | 152,256 | 14,076,000 | 0.93% | ||
| 30 | EAGLE GLOBAL ADVISORS LLC | 150,432 | 13,907,000 | 0.91% | ||
| 31 | Cetera Advisors LLC | 140,107 | 12,936,000 | 0.85% | ||
| 32 | HALSEY ASSOCIATES INC/CT | 135,884 | 12,563,000 | 0.83% | ||
| 33 | HYMAN CHARLES D | 130,114 | 12,029,000 | 0.79% | ||
| 34 | ROFFMAN MILLER ASSOCIATES INC /PA/ | 123,883 | 11,453,000 | 0.75% | ||
| 35 | SOMERVILLE KURT F | 123,235 | 11,394,000 | 0.75% | ||
| 36 | PETTYJOHN, WOOD & WHITE, INC | 121,565 | 11,239,000 | 0.74% | ||
| 37 | RONALD BLUE & CO LLC | 121,156 | 11,201,000 | 0.74% | ||
| 38 | LODESTAR INVESTMENT COUNSEL LLC/IL | 118,535 | 10,959,000 | 0.72% | ||
| 39 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 109,326 | 10,107,000 | 0.66% | ||
| 40 | CARRET ASSET MANAGEMENT, LLC | 108,049 | 9,989,000 | 0.66% | ||
| 41 | L. Roy Papp & Associates, LLP | 106,960 | 9,888,000 | 0.65% | ||
| 42 | Geneva Advisors, LLC | 103,212 | 9,542,000 | 0.63% | ||
| 43 | Endurance Wealth Management, Inc. | 102,121 | 9,441,000 | 0.62% | ||
| 44 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 99,734 | 9,220,000 | 0.61% | ||
| 45 | Convergence Investment Partners, LLC | 97,269 | 8,993,000 | 0.59% | ||
| 46 | MONARCH CAPITAL MANAGEMENT INC | 95,982 | 8,874,000 | 0.58% | ||
| 47 | Broderick Brian C | 95,602 | 8,838,000 | 0.58% | ||
| 48 | Lafayette Investments, Inc. | 94,203 | 8,709,000 | 0.57% | ||
| 49 | CHICKASAW CAPITAL MANAGEMENT LLC | 92,851 | 8,584,000 | 0.56% | ||
| 50 | Kidder Stephen W | 89,695 | 8,294,000 | 0.55% |
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.
