| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 1,375 | 46,000 | 0.20% | ||
| 2 | QCI ASSET MANAGEMENT INC/NY | 1,860 | 62,000 | 0.27% | ||
| 3 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7,282 | 242,000 | 1.05% | ||
| 4 | Laird Norton Wetherby Wealth Management, LLC | 9,406 | 313,000 | 1.36% | ||
| 5 | SCHALLER INVESTMENT GROUP INC | 11,132 | 371,000 | 1.61% | ||
| 6 | JAMES INVESTMENT RESEARCH, INC. | 12,198 | 406,000 | 1.76% | ||
| 7 | Barry Investment Advisors, LLC | 15,174 | 505,000 | 2.19% | ||
| 8 | Bollard Group LLC | 21,626 | 720,000 | 3.13% | ||
| 9 | AVIANCE CAPITAL MANAGEMENT, LLC | 24,311 | 809,000 | 3.51% | ||
| 10 | DT Investment Partners, LLC | 31,074 | 1,034,000 | 4.49% | ||
| 11 | SHELTON CAPITAL MANAGEMENT | 35,634 | 1,265,000 | 5.49% | ||
| 12 | PROFFITT & GOODSON INC | 46,254 | 1,540,000 | 6.68% | ||
| 13 | D L CARLSON INVESTMENT GROUP INC | 57,233 | 1,905,000 | 8.27% | ||
| 14 | Azimuth Capital Management LLC | 99,896 | 3,326,000 | 14.44% | ||
| 15 | World Asset Management Inc | 100,028 | 3,330,000 | 14.46% | ||
| 16 | Narwhal Capital Management | 103,820 | 3,456,000 | 15.00% | ||
| 17 | Lesa Sroufe & Co | 111,364 | 3,707,000 | 16.09% |
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.
