| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | 73,663 | 4,714,000 | 26.34% | ||
| 2 | Ancora Advisors LLC | 58,299 | 3,731,000 | 20.85% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 34,864 | 2,231,000 | 12.47% | ||
| 4 | CROFT-LEOMINSTER INC | 28,525 | 1,825,000 | 10.20% | PRN | |
| 5 | NorthCoast Asset Management LLC | 25,338 | 1,622,000 | 9.06% | ||
| 6 | Ativo Capital Management LLC | 23,010 | 1,473,000 | 8.23% | ||
| 7 | Veritable, L.P. | 9,559 | 612,000 | 3.42% | ||
| 8 | World Asset Management Inc | 8,523 | 545,000 | 3.05% | ||
| 9 | SHELTON CAPITAL MANAGEMENT | 6,203 | 397,000 | 2.22% | ||
| 10 | BOSTON FAMILY OFFICE LLC | 5,052 | 323,000 | 1.81% | ||
| 11 | KCM INVESTMENT ADVISORS LLC | 3,267 | 209,000 | 1.17% | ||
| 12 | Birch Hill Investment Advisors LLC | 3,126 | 200,000 | 1.12% | ||
| 13 | Evercore Wealth Management, LLC | 186 | 12,000 | 0.07% |
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.
