| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TOTH FINANCIAL ADVISORY CORP | 67,964 | 6,246,000 | 31.38% | ||
| 2 | AUXIER ASSET MANAGEMENT LLC | 53,995 | 4,962,000 | 24.93% | ||
| 3 | Colonial Trust Advisors | 53,688 | 4,934,000 | 24.79% | ||
| 4 | World Asset Management Inc | 13,635 | 1,253,000 | 6.29% | ||
| 5 | SVB WEALTH LLC | 9,184 | 844,000 | 4.24% | ||
| 6 | MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 5,420 | 498,000 | 2.50% | ||
| 7 | LOEB PARTNERS CORP | 3,500 | 322,000 | 1.62% | ||
| 8 | KCM INVESTMENT ADVISORS LLC | 3,325 | 306,000 | 1.54% | ||
| 9 | EADS & HEALD WEALTH MANAGEMENT | 2,485 | 228,000 | 1.15% | ||
| 10 | Buffington Mohr McNeal | 2,400 | 221,000 | 1.11% | ||
| 11 | ISTHMUS PARTNERS, LLC | 978 | 90,000 | 0.45% | ||
| 12 | 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.
