| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 186 | 14,000 | 0.06% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 2,961 | 224,000 | 1.03% | ||
| 3 | Birch Hill Investment Advisors LLC | 3,126 | 237,000 | 1.09% | ||
| 4 | BOSTON FAMILY OFFICE LLC | 5,052 | 382,000 | 1.76% | ||
| 5 | Veritable, L.P. | 5,439 | 412,000 | 1.90% | ||
| 6 | SHELTON CAPITAL MANAGEMENT | 6,203 | 470,000 | 2.16% | ||
| 7 | World Asset Management Inc | 10,291 | 779,000 | 3.59% | ||
| 8 | Ativo Capital Management LLC | 21,109 | 1,598,000 | 7.36% | ||
| 9 | NorthCoast Asset Management LLC | 24,459 | 1,852,000 | 8.53% | ||
| 10 | J.P. Morgan Private Wealth Advisors LLC | 40,440 | 3,061,000 | 14.09% | ||
| 11 | EAGLE GLOBAL ADVISORS LLC | 72,966 | 5,524,000 | 25.44% | ||
| 12 | Ancora Advisors LLC | 94,645 | 7,165,000 | 32.99% |
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.
