| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WOODMONT INVESTMENT COUNSEL LLC | 41,000 | 2,198,000 | 37.34% | ||
| 2 | FORTE CAPITAL LLC /ADV | 22,581 | 1,221,000 | 20.74% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 15,840 | 849,000 | 14.42% | ||
| 4 | Veritable, L.P. | 14,090 | 755,000 | 12.83% | ||
| 5 | STALEY CAPITAL ADVISERS INC | 9,450 | 507,000 | 8.61% | ||
| 6 | Douglass Winthrop Advisors, LLC | 4,500 | 241,000 | 4.09% | ||
| 7 | JAMES INVESTMENT RESEARCH, INC. | 2,150 | 115,000 | 1.95% |
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.
