| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 93,425 | 8,191,000 | 33.00% | ||
| 2 | World Asset Management Inc | 41,384 | 3,628,000 | 14.62% | ||
| 3 | ABNER HERRMAN & BROCK LLC | 38,442 | 3,370,000 | 13.58% | ||
| 4 | STRATEGY ASSET MANAGERS LLC | 32,962 | 2,890,000 | 11.64% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 17,402 | 1,526,000 | 6.15% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 11,706 | 1,026,000 | 4.13% | ||
| 7 | Calvert Investment Management, Inc. | 10,658 | 934,000 | 3.76% | ||
| 8 | Veritable, L.P. | 8,098 | 710,000 | 2.86% | ||
| 9 | SMITH HAYES Advisers, Inc | 6,896 | 605,000 | 2.44% | ||
| 10 | Ameritas Investment Partners, Inc. | 5,470 | 480,000 | 1.93% | ||
| 11 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 4,324 | 379,000 | 1.53% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,218 | 370,000 | 1.49% | ||
| 13 | Laird Norton Wetherby Wealth Management, LLC | 3,807 | 334,000 | 1.35% | ||
| 14 | CrestPoint Capital Management, LLC | 2,900 | 254,000 | 1.02% | ||
| 15 | Bollard Group LLC | 682 | 60,000 | 0.24% | ||
| 16 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 355 | 31,000 | 0.12% | ||
| 17 | JAMES INVESTMENT RESEARCH, INC. | 350 | 31,000 | 0.12% |
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.
