| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 75,052 | 5,172,000 | 35.28% | ||
| 2 | Ancora Advisors LLC | 61,369 | 4,229,000 | 28.85% | ||
| 3 | NorthCoast Asset Management LLC | 30,511 | 2,102,000 | 14.34% | ||
| 4 | Veritable, L.P. | 12,092 | 833,000 | 5.68% | ||
| 5 | World Asset Management Inc | 9,282 | 640,000 | 4.37% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 6,772 | 467,000 | 3.19% | ||
| 7 | SHELTON CAPITAL MANAGEMENT | 6,203 | 397,000 | 2.71% | ||
| 8 | BOSTON FAMILY OFFICE LLC | 5,052 | 348,000 | 2.37% | ||
| 9 | KCM INVESTMENT ADVISORS LLC | 3,532 | 243,000 | 1.66% | ||
| 10 | Birch Hill Investment Advisors LLC | 3,126 | 215,000 | 1.47% | ||
| 11 | Evercore Wealth Management, LLC | 186 | 13,000 | 0.09% |
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.
