| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 309,089 | 9,573,000 | 43.37% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 152,299 | 4,717,000 | 21.37% | ||
| 3 | FIRST FOUNDATION ADVISORS | 100,938 | 3,126,000 | 14.16% | ||
| 4 | BADGLEY PHELPS & BELL INC | 75,342 | 2,333,000 | 10.57% | ||
| 5 | GREENWOOD CAPITAL ASSOCIATES LLC | 38,440 | 1,190,000 | 5.39% | ||
| 6 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 29,410 | 911,000 | 4.13% | ||
| 7 | KLINGENSTEIN FIELDS & CO LP | 7,130 | 221,000 | 1.00% |
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.
