| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIDUCIARY MANAGEMENT INC /WI/ | 6,634,681 | 214,897,000 | 80.29% | ||
| 2 | FIRST FOUNDATION ADVISORS | 722,285 | 23,395,000 | 8.74% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 158,658 | 5,139,000 | 1.92% | ||
| 4 | AMERICAN NATIONAL INSURANCE CO | 123,945 | 4,015,000 | 1.50% | ||
| 5 | World Asset Management Inc | 118,703 | 3,845,000 | 1.44% | ||
| 6 | PINNACLE ASSOCIATES LTD | 112,857 | 3,655,000 | 1.37% | ||
| 7 | Veritable, L.P. | 78,419 | 2,540,000 | 0.95% | ||
| 8 | SHELTON CAPITAL MANAGEMENT | 78,211 | 2,533,000 | 0.95% | ||
| 9 | AUXIER ASSET MANAGEMENT LLC | 77,026 | 2,495,000 | 0.93% | ||
| 10 | DOWLING & YAHNKE LLC | 61,603 | 1,995,000 | 0.75% | ||
| 11 | Douglass Winthrop Advisors, LLC | 31,060 | 1,006,000 | 0.38% | ||
| 12 | Laird Norton Wetherby Wealth Management, LLC | 21,865 | 708,000 | 0.26% | ||
| 13 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 20,058 | 650,000 | 0.24% | ||
| 14 | American National Registered Investment Advisor, Inc. | 9,250 | 300,000 | 0.11% | ||
| 15 | QUADRANT CAPITAL GROUP LLC | 7,117 | 222,000 | 0.08% | ||
| 16 | Ballentine Partners, LLC | 6,313 | 204,000 | 0.08% | ||
| 17 | PATHSTONE FAMILY OFFICE, LLC | 1,134 | 37,000 | 0.01% | ||
| 18 | QCI ASSET MANAGEMENT INC/NY | 440 | 14,000 | 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.
