| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Ballentine Partners, LLC | 425 | 14,000 | 0.00% | ||
| 2 | Evercore Wealth Management, LLC | 1,150 | 37,000 | 0.01% | ||
| 3 | Veritable, L.P. | 6,760 | 215,000 | 0.05% | ||
| 4 | PINNACLE ASSOCIATES LTD | 8,900 | 283,000 | 0.06% | ||
| 5 | Ancora Advisors LLC | 21,000 | 668,000 | 0.14% | ||
| 6 | Curi Capital, LLC | 24,000 | 763,000 | 0.16% | ||
| 7 | World Asset Management Inc | 54,604 | 1,735,000 | 0.37% | ||
| 8 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 60,200 | 1,913,000 | 0.41% | ||
| 9 | Jolley Asset Management, LLC | 153,179 | 4,868,000 | 1.03% | ||
| 10 | GAMBLE JONES INVESTMENT COUNSEL | 154,940 | 4,924,000 | 1.05% | ||
| 11 | J.P. Morgan Private Wealth Advisors LLC | 156,599 | 4,977,000 | 1.06% | ||
| 12 | FIDUCIARY MANAGEMENT INC /WI/ | 14,176,130 | 450,517,000 | 95.67% |
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.
