| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIDUCIARY MANAGEMENT INC /WI/ | 6,799,492 | 190,658,000 | 75.91% | ||
| 2 | FIRST FOUNDATION ADVISORS | 680,646 | 19,085,000 | 7.60% | ||
| 3 | Crestwood Advisors Group, LLC | 428,525 | 12,016,000 | 4.78% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 161,728 | 4,535,000 | 1.81% | ||
| 5 | AMERICAN NATIONAL INSURANCE CO | 123,945 | 3,475,000 | 1.38% | ||
| 6 | PINNACLE ASSOCIATES LTD | 123,519 | 3,463,000 | 1.38% | ||
| 7 | World Asset Management Inc | 102,335 | 2,869,000 | 1.14% | ||
| 8 | LEE DANNER & BASS INC | 97,373 | 2,730,000 | 1.09% | ||
| 9 | SHELTON CAPITAL MANAGEMENT | 83,789 | 2,349,000 | 0.94% | ||
| 10 | NorthCoast Asset Management LLC | 82,311 | 2,308,000 | 0.92% | ||
| 11 | Veritable, L.P. | 81,429 | 2,283,000 | 0.91% | ||
| 12 | AUXIER ASSET MANAGEMENT LLC | 77,012 | 2,159,000 | 0.86% | ||
| 13 | DOWLING & YAHNKE LLC | 58,652 | 1,645,000 | 0.65% | ||
| 14 | Laird Norton Wetherby Wealth Management, LLC | 20,045 | 562,000 | 0.22% | ||
| 15 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 20,058 | 562,000 | 0.22% | ||
| 16 | American National Registered Investment Advisor, Inc. | 9,250 | 259,000 | 0.10% | ||
| 17 | QUADRANT CAPITAL GROUP LLC | 6,832 | 184,000 | 0.07% | ||
| 18 | Ancora Advisors LLC | 651 | 18,000 | 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.
