| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 211,777 | 16,024,000 | 49.00% | ||
| 2 | KORNITZER CAPITAL MANAGEMENT INC /KS | 98,300 | 7,438,000 | 22.75% | ||
| 3 | Mendel Money Management | 40,420 | 3,059,000 | 9.36% | ||
| 4 | Geneva Advisors, LLC | 22,595 | 1,710,000 | 5.23% | ||
| 5 | HIGH POINTE CAPITAL MANAGEMENT LLC | 13,800 | 1,044,000 | 3.19% | ||
| 6 | CG Asset Management LLC | 11,110 | 841,000 | 2.57% | ||
| 7 | World Asset Management Inc | 8,548 | 647,000 | 1.98% | ||
| 8 | New England Research & Management, Inc. | 6,350 | 481,000 | 1.47% | ||
| 9 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 6,150 | 465,000 | 1.42% | ||
| 10 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 5,095 | 385,000 | 1.18% | ||
| 11 | Laurel Grove Capital, LLC | 4,900 | 371,000 | 1.13% | ||
| 12 | Cetera Advisor Networks LLC | 3,088 | 234,000 | 0.72% |
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.