| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 934,828 | 21,052,000 | 34.33% | ||
| 2 | Barry Investment Advisors, LLC | 503,290 | 11,334,000 | 18.48% | ||
| 3 | Advisors Capital Management, LLC | 382,716 | 8,619,000 | 14.06% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 259,610 | 5,846,000 | 9.53% | ||
| 5 | Ranger International Management, LP | 246,768 | 5,557,000 | 9.06% | ||
| 6 | Veritable, L.P. | 97,538 | 2,197,000 | 3.58% | ||
| 7 | Willingdon Wealth Management | 93,646 | 2,109,000 | 3.44% | ||
| 8 | Clarkston Capital Partners, LLC | 50,000 | 1,126,000 | 1.84% | ||
| 9 | CROFT-LEOMINSTER INC | 40,850 | 919,000 | 1.50% | ||
| 10 | STALEY CAPITAL ADVISERS INC | 35,000 | 788,000 | 1.29% | ||
| 11 | MARIETTA INVESTMENT PARTNERS LLC | 17,200 | 387,000 | 0.63% | ||
| 12 | World Asset Management Inc | 15,206 | 342,000 | 0.56% | ||
| 13 | PINNACLE ASSOCIATES LTD | 13,804 | 311,000 | 0.51% | ||
| 14 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 11,459 | 258,000 | 0.42% | ||
| 15 | DOHENY ASSET MANAGEMENT /CA | 10,000 | 225,000 | 0.37% | ||
| 16 | 1834 INVESTMENT ADVISORS CO | 8,900 | 200,000 | 0.33% | ||
| 17 | QCI ASSET MANAGEMENT INC/NY | 1,000 | 23,000 | 0.04% | ||
| 18 | DREMAN VALUE MANAGEMENT, L L C | 987 | 22,000 | 0.04% |
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.
