| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 918,222 | 17,382,000 | 30.05% | ||
| 2 | Ranger International Management, LP | 583,628 | 11,048,000 | 19.10% | ||
| 3 | Barry Investment Advisors, LLC | 481,123 | 9,108,000 | 15.74% | ||
| 4 | KINGS POINT CAPITAL MANAGEMENT | 371,262 | 7,028,000 | 12.15% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 268,740 | 5,087,000 | 8.79% | ||
| 6 | Veritable, L.P. | 165,963 | 3,142,000 | 5.43% | ||
| 7 | PINNACLE ASSOCIATES LTD | 54,239 | 1,027,000 | 1.78% | ||
| 8 | CROFT-LEOMINSTER INC | 52,300 | 990,000 | 1.71% | ||
| 9 | J.P. Morgan Private Wealth Advisors LLC | 35,410 | 670,000 | 1.16% | ||
| 10 | STALEY CAPITAL ADVISERS INC | 35,000 | 663,000 | 1.15% | ||
| 11 | Clarkston Capital Partners, LLC | 25,000 | 473,250 | 0.82% | ||
| 12 | Oxbow Advisors, LLC | 23,845 | 451,000 | 0.78% | ||
| 13 | DREMAN VALUE MANAGEMENT, L L C | 16,692 | 316,000 | 0.55% | ||
| 14 | Avalon Investment & Advisory | 12,614 | 239,000 | 0.41% | ||
| 15 | World Asset Management Inc | 10,887 | 206,000 | 0.36% | ||
| 16 | QCI ASSET MANAGEMENT INC/NY | 1,000 | 19,000 | 0.03% |
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.
