| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 124,017 | 2,492,000 | 61.52% | ||
| 2 | Bollard Group LLC | 46,540 | 935,000 | 23.08% | ||
| 3 | FIRST FOUNDATION ADVISORS | 20,551 | 413,000 | 10.20% | ||
| 4 | SEI INVESTMENTS CO | 7,113 | 143,000 | 3.53% | ||
| 5 | JAMES INVESTMENT RESEARCH, INC. | 3,400 | 68,000 | 1.68% |
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.
