| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 84,302 | 4,778,000 | 52.10% | ||
| 2 | FLIPPIN BRUCE & PORTER INC | 17,414 | 987,000 | 10.76% | ||
| 3 | World Asset Management Inc | 11,799 | 668,000 | 7.28% | ||
| 4 | Veritable, L.P. | 11,769 | 667,000 | 7.27% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 10,557 | 598,000 | 6.52% | ||
| 6 | JAMES INVESTMENT RESEARCH, INC. | 9,866 | 559,000 | 6.10% | ||
| 7 | BOSTON FAMILY OFFICE LLC | 6,633 | 376,000 | 4.10% | ||
| 8 | KCM INVESTMENT ADVISORS LLC | 5,559 | 315,000 | 3.43% | ||
| 9 | PARSONS CAPITAL MANAGEMENT INC/RI | 3,600 | 204,000 | 2.22% | ||
| 10 | Dunvegan Associates, Inc. | 333 | 19,000 | 0.21% |
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.
