| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 1,003,073 | 22,649,000 | 44.76% | ||
| 2 | Advisors Capital Management, LLC | 455,173 | 10,278,000 | 20.31% | ||
| 3 | KINGS POINT CAPITAL MANAGEMENT | 352,956 | 7,970,000 | 15.75% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 270,260 | 6,102,000 | 12.06% | ||
| 5 | Veritable, L.P. | 90,094 | 2,034,000 | 4.02% | ||
| 6 | STALEY CAPITAL ADVISERS INC | 35,000 | 790,000 | 1.56% | ||
| 7 | World Asset Management Inc | 12,987 | 293,000 | 0.58% | ||
| 8 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 11,459 | 259,000 | 0.51% | ||
| 9 | 1834 INVESTMENT ADVISORS CO | 8,900 | 201,000 | 0.40% | ||
| 10 | QCI ASSET MANAGEMENT INC/NY | 900 | 20,000 | 0.04% | ||
| 11 | Ranger International Management, LP | 66,671 | 1,505 | 0.00% |
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.
