| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIDUCIARY MANAGEMENT INC /WI/ | 5,686,950 | 160,372,000 | 90.95% | ||
| 2 | GAMBLE JONES INVESTMENT COUNSEL | 238,548 | 6,727,000 | 3.82% | ||
| 3 | Jolley Asset Management, LLC | 103,197 | 2,910,000 | 1.65% | ||
| 4 | FIRST FOUNDATION ADVISORS | 71,870 | 2,027,000 | 1.15% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 69,670 | 1,965,000 | 1.11% | ||
| 6 | World Asset Management Inc | 42,927 | 1,211,000 | 0.69% | ||
| 7 | S&CO INC | 28,700 | 809,000 | 0.46% | ||
| 8 | PINNACLE ASSOCIATES LTD | 9,980 | 281,000 | 0.16% | ||
| 9 | Ballentine Partners, LLC | 684 | 19,000 | 0.01% |
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.
