| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Ancora Advisors LLC | 1,263 | 77,000 | 0.30% | ||
| 2 | SHELTON CAPITAL MANAGEMENT | 4,110 | 250,000 | 0.98% | ||
| 3 | FIRST FOUNDATION ADVISORS | 4,242 | 258,000 | 1.01% | ||
| 4 | W.G. Shaheen & Associates DBA Whitney & Co | 4,500 | 273,000 | 1.07% | ||
| 5 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6,203 | 377,000 | 1.48% | ||
| 6 | Laird Norton Wetherby Wealth Management, LLC | 6,256 | 380,000 | 1.49% | ||
| 7 | Azimuth Capital Management LLC | 8,215 | 499,000 | 1.95% | ||
| 8 | Boltwood Capital Management | 10,788 | 655,000 | 2.56% | ||
| 9 | KCM INVESTMENT ADVISORS LLC | 13,654 | 830,000 | 3.25% | ||
| 10 | JAMES INVESTMENT RESEARCH, INC. | 16,446 | 999,000 | 3.91% | ||
| 11 | J.P. Morgan Private Wealth Advisors LLC | 23,544 | 1,431,000 | 5.60% | ||
| 12 | World Asset Management Inc | 48,598 | 2,953,000 | 11.56% | ||
| 13 | CIBC WORLD MARKETS CORP | 272,697 | 16,572,000 | 64.85% |
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.
