| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIDUCIARY MANAGEMENT INC /WI/ | 15,064,146 | 372,687,000 | 95.36% | ||
| 2 | GAMBLE JONES INVESTMENT COUNSEL | 178,848 | 4,425,000 | 1.13% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 157,024 | 3,885,000 | 0.99% | ||
| 4 | Jolley Asset Management, LLC | 142,632 | 3,529,000 | 0.90% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 76,247 | 1,886,000 | 0.48% | ||
| 6 | FIRST FOUNDATION ADVISORS | 66,102 | 1,635,000 | 0.42% | ||
| 7 | World Asset Management Inc | 50,006 | 1,237,000 | 0.32% | ||
| 8 | S&CO INC | 27,500 | 680,000 | 0.17% | ||
| 9 | Ancora Advisors LLC | 23,200 | 574,000 | 0.15% | ||
| 10 | PINNACLE ASSOCIATES LTD | 9,000 | 223,000 | 0.06% | ||
| 11 | Evercore Wealth Management, LLC | 2,200 | 54,000 | 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.
