| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Kovitz Investment Group, LLC | 364,560 | 32,304,000 | 63.99% | ||
| 2 | DAVIS R M INC | 93,829 | 8,314,000 | 16.47% | ||
| 3 | World Asset Management Inc | 29,863 | 2,646,000 | 5.24% | ||
| 4 | ABNER HERRMAN & BROCK LLC | 26,420 | 2,408,000 | 4.77% | ||
| 5 | Lipe & Dalton | 18,557 | 1,644,000 | 3.26% | ||
| 6 | Calvert Investment Management, Inc. | 13,350 | 1,183,000 | 2.34% | ||
| 7 | ROTHSCHILD INVESTMENT LLC /IL | 8,017 | 710,000 | 1.41% | ||
| 8 | Veritable, L.P. | 5,661 | 502,000 | 0.99% | ||
| 9 | Laird Norton Wetherby Wealth Management, LLC | 4,477 | 397,000 | 0.79% | ||
| 10 | SVB WEALTH LLC | 2,390 | 212,000 | 0.42% | ||
| 11 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1,819 | 161,000 | 0.32% |
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.
