| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | McAdams Wright Ragen, Inc. | 92,130 | 5,179,000 | 42.18% | ||
| 2 | IMA Advisory Services, Inc. | 43,320 | 2,435,000 | 19.83% | ||
| 3 | Leonard Capital Management, Inc. | 43,000 | 2,417,000 | 19.68% | ||
| 4 | SPECTRUM ADVISORY SERVICES INC | 18,552 | 1,043,000 | 8.49% | ||
| 5 | NatWest Group plc | 6,885 | 387,000 | 3.15% | ||
| 6 | JOHNSON INVESTMENT COUNSEL INC | 6,800 | 382,000 | 3.11% | ||
| 7 | Hirtle Callaghan & Co LLC | 5,761 | 324,000 | 2.64% | ||
| 8 | WEATHERLY ASSET MANAGEMENT L. P. | 1,959 | 110,000 | 0.90% | ||
| 9 | JNBA Financial Advisors | 38 | 2,000 | 0.02% | ||
| 10 | B. Riley Wealth Advisors, Inc. | 5 | 299 | 0.00% |
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.
