| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 20,446 | 3,391,000 | 33.68% | ||
| 2 | Laurel Grove Capital, LLC | 11,125 | 1,845,000 | 18.33% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9,962 | 1,652,000 | 16.41% | ||
| 4 | Convergence Investment Partners, LLC | 5,711 | 947,000 | 9.41% | ||
| 5 | Cetera Advisor Networks LLC | 5,535 | 917,000 | 9.11% | ||
| 6 | FIRST FOUNDATION ADVISORS | 3,307 | 548,000 | 5.44% | ||
| 7 | RUANE, CUNNIFF & GOLDFARB INC | 2,493 | 413,000 | 4.10% | ||
| 8 | EVERETT HARRIS & CO /CA/ | 2,138 | 355,000 | 3.53% |
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.
