| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 219,252 | 17,979,000 | 48.66% | ||
| 2 | KORNITZER CAPITAL MANAGEMENT INC /KS | 99,060 | 8,123,000 | 21.98% | ||
| 3 | Mendel Money Management | 42,910 | 3,519,000 | 9.52% | ||
| 4 | Geneva Advisors, LLC | 21,235 | 1,741,000 | 4.71% | ||
| 5 | CASTLEARK MANAGEMENT LLC | 16,970 | 1,392,000 | 3.77% | ||
| 6 | HIGH POINTE CAPITAL MANAGEMENT LLC | 13,800 | 1,132,000 | 3.06% | ||
| 7 | CG Asset Management LLC | 8,810 | 722,000 | 1.95% | ||
| 8 | World Asset Management Inc | 7,364 | 604,000 | 1.63% | ||
| 9 | New England Research & Management, Inc. | 5,750 | 472,000 | 1.28% | ||
| 10 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 5,095 | 418,000 | 1.13% | ||
| 11 | Laurel Grove Capital, LLC | 4,900 | 402,000 | 1.09% | ||
| 12 | Cetera Advisor Networks LLC | 2,988 | 245,000 | 0.66% | ||
| 13 | RONALD BLUE & CO LLC | 2,442 | 200,000 | 0.54% |
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.
