| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 30,113 | 1,456,000 | 23.70% | ||
| 2 | World Asset Management Inc | 24,637 | 1,192,000 | 19.40% | ||
| 3 | SUMMIT CAPITAL MANAGEMENT LLC | 18,000 | 870,000 | 14.16% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 13,895 | 672,000 | 10.94% | ||
| 5 | Veritable, L.P. | 10,388 | 502,000 | 8.17% | ||
| 6 | Calvert Investment Management, Inc. | 9,911 | 479,000 | 7.80% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 8,624 | 417,000 | 6.79% | ||
| 8 | Laird Norton Wetherby Wealth Management, LLC | 6,284 | 304,000 | 4.95% | ||
| 9 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,220 | 252,000 | 4.10% |
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.
