| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 919,450 | 19,051,000 | 30.58% | ||
| 2 | Ranger International Management, LP | 526,758 | 10,914,000 | 17.52% | ||
| 3 | Barry Investment Advisors, LLC | 480,810 | 9,962,000 | 15.99% | ||
| 4 | KINGS POINT CAPITAL MANAGEMENT | 389,934 | 8,079,000 | 12.97% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 276,090 | 5,721,000 | 9.18% | ||
| 6 | Veritable, L.P. | 149,442 | 3,096,000 | 4.97% | ||
| 7 | Willingdon Wealth Management | 92,793 | 1,923,000 | 3.09% | ||
| 8 | CROFT-LEOMINSTER INC | 52,300 | 1,083,000 | 1.74% | ||
| 9 | Clarkston Capital Partners, LLC | 40,000 | 829,000 | 1.33% | ||
| 10 | STALEY CAPITAL ADVISERS INC | 35,000 | 725,000 | 1.16% | ||
| 11 | DREMAN VALUE MANAGEMENT, L L C | 17,168 | 356,000 | 0.57% | ||
| 12 | PINNACLE ASSOCIATES LTD | 14,103 | 292,000 | 0.47% | ||
| 13 | World Asset Management Inc | 11,476 | 238,000 | 0.38% | ||
| 14 | QCI ASSET MANAGEMENT INC/NY | 1,000 | 21,000 | 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.
