| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Laurel Grove Capital, LLC | 20,795 | 4,648,000 | 29.24% | ||
| 2 | World Asset Management Inc | 15,752 | 3,521,000 | 22.15% | ||
| 3 | Willingdon Wealth Management | 10,227 | 2,286,000 | 14.38% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 3,974 | 888,000 | 5.59% | ||
| 5 | Evercore Wealth Management, LLC | 3,436 | 768,000 | 4.83% | ||
| 6 | FIRST FOUNDATION ADVISORS | 2,951 | 660,000 | 4.15% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 2,422 | 541,000 | 3.40% | ||
| 8 | MORRIS CAPITAL ADVISORS, LLC | 2,394 | 535,000 | 3.37% | ||
| 9 | MONETARY MANAGEMENT GROUP INC | 2,285 | 511,000 | 3.21% | ||
| 10 | EVERETT HARRIS & CO /CA/ | 1,878 | 420,000 | 2.64% | ||
| 11 | DOHENY ASSET MANAGEMENT /CA | 1,842 | 412,000 | 2.59% | ||
| 12 | SHELTON CAPITAL MANAGEMENT | 1,135 | 254,000 | 1.60% | ||
| 13 | CrestPoint Capital Management, LLC | 1,100 | 246,000 | 1.55% | ||
| 14 | BB&T SECURITIES, LLC | 920 | 206,000 | 1.30% |
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.
