| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AUXIER ASSET MANAGEMENT LLC | 69,530 | 5,884,000 | 30.91% | ||
| 2 | TOTH FINANCIAL ADVISORY CORP | 67,544 | 5,716,000 | 30.03% | ||
| 3 | Colonial Trust Advisors | 54,062 | 4,575,000 | 24.04% | ||
| 4 | World Asset Management Inc | 15,002 | 1,270,000 | 6.67% | ||
| 5 | SVB WEALTH LLC | 9,358 | 792,000 | 4.16% | ||
| 6 | LOEB PARTNERS CORP | 3,500 | 296,000 | 1.56% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 3,406 | 288,000 | 1.51% | ||
| 8 | EADS & HEALD WEALTH MANAGEMENT | 2,485 | 210,000 | 1.10% | ||
| 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.
