| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 15,840 | 873,000 | 22.10% | ||
| 2 | FORTE CAPITAL LLC /ADV | 15,026 | 828,000 | 20.96% | ||
| 3 | Veritable, L.P. | 13,240 | 730,000 | 18.48% | ||
| 4 | STALEY CAPITAL ADVISERS INC | 9,450 | 521,000 | 13.19% | ||
| 5 | CUMBERLAND ADVISORS INC | 6,720 | 370,000 | 9.37% | ||
| 6 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 4,700 | 259,000 | 6.56% | ||
| 7 | Douglass Winthrop Advisors, LLC | 4,500 | 241,000 | 6.10% | ||
| 8 | JAMES INVESTMENT RESEARCH, INC. | 2,325 | 128,000 | 3.24% |
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.
