| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MARK ASSET MANAGEMENT LP | 165,849 | 15,708,000 | 27.45% | ||
| 2 | Curi Capital, LLC | 127,352 | 12,062,000 | 21.08% | ||
| 3 | MARKEL GROUP INC. | 101,000 | 9,566,000 | 16.71% | ||
| 4 | Geneva Advisors, LLC | 62,393 | 5,909,000 | 10.32% | ||
| 5 | World Asset Management Inc | 36,373 | 3,445,000 | 6.02% | ||
| 6 | Integre Asset Management, LLC | 33,259 | 3,150,000 | 5.50% | ||
| 7 | SMITH HAYES Advisers, Inc | 30,183 | 2,859,000 | 5.00% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 14,064 | 1,332,000 | 2.33% | ||
| 9 | PREMIER ASSET MANAGEMENT LLC | 11,016 | 1,043,000 | 1.82% | ||
| 10 | Veritable, L.P. | 9,812 | 929,000 | 1.62% | ||
| 11 | DOWLING & YAHNKE LLC | 4,989 | 473,000 | 0.83% | ||
| 12 | BURNS J W & CO INC/NY | 3,075 | 291,000 | 0.51% | ||
| 13 | Hollow Brook Wealth Management LLC | 2,500 | 237,000 | 0.41% | ||
| 14 | Savant Capital, LLC | 2,130 | 202,000 | 0.35% | ||
| 15 | Aris Wealth Services, Inc. | 288 | 27,000 | 0.05% |
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.
