| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AUXIER ASSET MANAGEMENT LLC | 69,955 | 5,695,000 | 31.27% | ||
| 2 | TOTH FINANCIAL ADVISORY CORP | 67,641 | 5,507,000 | 30.23% | ||
| 3 | Colonial Trust Advisors | 52,986 | 4,314,000 | 23.69% | ||
| 4 | World Asset Management Inc | 14,845 | 1,209,000 | 6.64% | ||
| 5 | SVB WEALTH LLC | 9,771 | 795,000 | 4.36% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 3,406 | 277,000 | 1.52% | ||
| 7 | EADS & HEALD WEALTH MANAGEMENT | 2,565 | 209,000 | 1.15% | ||
| 8 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 2,534 | 206,000 | 1.13% | ||
| 9 | JAMES INVESTMENT RESEARCH, INC. | 19 | 2,000 | 0.01% |
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.
