| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 958,089 | 21,030,000 | 32.61% | ||
| 2 | Barry Investment Advisors, LLC | 516,733 | 11,342,000 | 17.58% | ||
| 3 | Advisors Capital Management, LLC | 401,671 | 8,817,000 | 13.67% | ||
| 4 | KINGS POINT CAPITAL MANAGEMENT | 359,097 | 7,882,000 | 12.22% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 272,835 | 5,989,000 | 9.29% | ||
| 6 | Veritable, L.P. | 98,961 | 2,172,000 | 3.37% | ||
| 7 | Willingdon Wealth Management | 97,760 | 2,146,000 | 3.33% | ||
| 8 | Ranger International Management, LP | 66,671 | 1,463,000 | 2.27% | ||
| 9 | Clarkston Capital Partners, LLC | 50,000 | 1,098,000 | 1.70% | ||
| 10 | CROFT-LEOMINSTER INC | 40,850 | 896,000 | 1.39% | PRN | |
| 11 | STALEY CAPITAL ADVISERS INC | 35,000 | 768,000 | 1.19% | ||
| 12 | DREMAN VALUE MANAGEMENT, L L C | 12,603 | 277,000 | 0.43% | ||
| 13 | World Asset Management Inc | 12,352 | 271,000 | 0.42% | ||
| 14 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 11,459 | 252,000 | 0.39% | ||
| 15 | Ancora Advisors LLC | 3,375 | 74,000 | 0.11% | ||
| 16 | QCI ASSET MANAGEMENT INC/NY | 1,000 | 22,000 | 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.
