| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | QCI ASSET MANAGEMENT INC/NY | 86 | 4,000 | 0.04% | ||
| 2 | Vigilant Capital Management, LLC | 130 | 6,000 | 0.06% | ||
| 3 | Laird Norton Wetherby Wealth Management, LLC | 5,137 | 252,000 | 2.62% | ||
| 4 | W.G. Shaheen & Associates DBA Whitney & Co | 5,500 | 270,000 | 2.80% | ||
| 5 | FIRST FOUNDATION ADVISORS | 5,775 | 284,000 | 2.95% | ||
| 6 | Bedell Frazier Investment Counselling, LLC | 6,326 | 311,000 | 3.23% | ||
| 7 | AVIANCE CAPITAL MANAGEMENT, LLC | 6,576 | 323,000 | 3.35% | ||
| 8 | Azimuth Capital Management LLC | 8,440 | 414,000 | 4.30% | ||
| 9 | KCM INVESTMENT ADVISORS LLC | 9,508 | 467,000 | 4.85% | ||
| 10 | Boltwood Capital Management | 10,533 | 517,000 | 5.37% | ||
| 11 | J.P. Morgan Private Wealth Advisors LLC | 26,630 | 1,308,000 | 13.58% | ||
| 12 | World Asset Management Inc | 52,310 | 2,568,000 | 26.66% | ||
| 13 | JAMES INVESTMENT RESEARCH, INC. | 59,245 | 2,909,000 | 30.20% |
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.
