| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIDUCIARY MANAGEMENT INC /WI/ | 14,371,232 | 391,616,000 | 94.10% | ||
| 2 | Curi Capital, LLC | 247,529 | 6,745,000 | 1.62% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 156,599 | 4,267,000 | 1.03% | ||
| 4 | Jolley Asset Management, LLC | 152,784 | 4,163,000 | 1.00% | ||
| 5 | GAMBLE JONES INVESTMENT COUNSEL | 144,119 | 3,927,000 | 0.94% | ||
| 6 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 75,000 | 2,044,000 | 0.49% | ||
| 7 | World Asset Management Inc | 46,780 | 1,275,000 | 0.31% | ||
| 8 | FIRST FOUNDATION ADVISORS | 39,802 | 1,084,000 | 0.26% | ||
| 9 | Ancora Advisors LLC | 21,000 | 572,000 | 0.14% | ||
| 10 | PINNACLE ASSOCIATES LTD | 9,000 | 245,000 | 0.06% | ||
| 11 | Veritable, L.P. | 7,792 | 212,000 | 0.05% | ||
| 12 | Evercore Wealth Management, LLC | 1,300 | 35,000 | 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.
