| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 582,123 | 15,461,000 | 68.04% | ||
| 2 | Palouse Capital Management, Inc. | 82,921 | 2,202,000 | 9.69% | ||
| 3 | Colonial Trust Advisors | 54,300 | 1,442,000 | 6.35% | ||
| 4 | Caprock Group, LLC | 33,554 | 891,000 | 3.92% | ||
| 5 | FORTE CAPITAL LLC /ADV | 19,410 | 516,000 | 2.27% | ||
| 6 | HALSEY ASSOCIATES INC/CT | 18,625 | 495,000 | 2.18% | ||
| 7 | KEELEY ASSET MANAGEMENT CORP | 16,760 | 445,000 | 1.96% | ||
| 8 | BB&T SECURITIES, LLC | 12,481 | 331,000 | 1.46% | ||
| 9 | World Asset Management Inc | 12,078 | 321,000 | 1.41% | ||
| 10 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 11,300 | 300,000 | 1.32% | ||
| 11 | Veritable, L.P. | 11,031 | 293,000 | 1.29% | ||
| 12 | TRUIST FINANCIAL CORP | 1,000 | 27,000 | 0.12% |
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.
