| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Kovitz Investment Group, LLC | 364,548 | 33,615,000 | 65.06% | ||
| 2 | DAVIS R M INC | 108,044 | 9,963,000 | 19.28% | ||
| 3 | World Asset Management Inc | 30,193 | 2,784,000 | 5.39% | ||
| 4 | ABNER HERRMAN & BROCK LLC | 25,770 | 2,376,000 | 4.60% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 15,238 | 1,405,000 | 2.72% | ||
| 6 | Veritable, L.P. | 5,539 | 511,000 | 0.99% | ||
| 7 | Laird Norton Wetherby Wealth Management, LLC | 4,323 | 399,000 | 0.77% | ||
| 8 | STRATTON MANAGEMENT CO | 3,519 | 324,000 | 0.63% | ||
| 9 | SVB WEALTH LLC | 2,390 | 220,000 | 0.43% | ||
| 10 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 737 | 68,000 | 0.13% |
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.
