| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 210,974 | 2,333,000 | 24.87% | ||
| 2 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 159,738 | 1,767,000 | 18.84% | ||
| 3 | FALCON POINT CAPITAL, LLC | 138,547 | 1,532,000 | 16.33% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 114,950 | 1,271,000 | 13.55% | ||
| 5 | Advisors Capital Management, LLC | 59,887 | 662,000 | 7.06% | ||
| 6 | Mengis Capital Management, Inc. | 45,989 | 508,000 | 5.42% | ||
| 7 | KEELEY ASSET MANAGEMENT CORP | 24,585 | 272,000 | 2.90% | ||
| 8 | PINNACLE ASSOCIATES LTD | 24,250 | 268,000 | 2.86% | ||
| 9 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 19,471 | 215,000 | 2.29% | ||
| 10 | KCM INVESTMENT ADVISORS LLC | 18,169 | 201,000 | 2.14% | ||
| 11 | CATAWBA CAPITAL MANAGEMENT /VA | 17,000 | 188,000 | 2.00% | ||
| 12 | First Dallas Securities Inc. | 11,711 | 130,000 | 1.39% | ||
| 13 | QUADRANT CAPITAL GROUP LLC | 2,906 | 32,000 | 0.34% |
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.
