| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 560,201 | 16,134,000 | 68.67% | ||
| 2 | Palouse Capital Management, Inc. | 84,880 | 2,445,000 | 10.41% | ||
| 3 | Colonial Trust Advisors | 54,056 | 1,557,000 | 6.63% | ||
| 4 | Caprock Group, LLC | 32,930 | 948,000 | 4.03% | ||
| 5 | FORTE CAPITAL LLC /ADV | 23,980 | 691,000 | 2.94% | ||
| 6 | HALSEY ASSOCIATES INC/CT | 18,625 | 536,000 | 2.28% | ||
| 7 | KEELEY ASSET MANAGEMENT CORP | 16,760 | 483,000 | 2.06% | ||
| 8 | World Asset Management Inc | 12,096 | 348,000 | 1.48% | ||
| 9 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 11,300 | 325,000 | 1.38% | ||
| 10 | TRUIST FINANCIAL CORP | 1,000 | 29,000 | 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.
