| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MARK ASSET MANAGEMENT LP | 166,408 | 15,486,000 | 19.54% | ||
| 2 | Curi Capital, LLC | 150,994 | 14,052,000 | 17.73% | ||
| 3 | MARKEL GROUP INC. | 114,000 | 10,609,000 | 13.39% | ||
| 4 | Geneva Advisors, LLC | 102,216 | 9,512,000 | 12.00% | ||
| 5 | Savant Capital, LLC | 101,980 | 9,490,000 | 11.97% | ||
| 6 | DAVIS R M INC | 91,545 | 8,519,000 | 10.75% | ||
| 7 | Integre Asset Management, LLC | 33,144 | 3,084,000 | 3.89% | ||
| 8 | World Asset Management Inc | 32,653 | 3,039,000 | 3.83% | ||
| 9 | Constellation Wealth Advisors, LLC | 14,546 | 1,354,000 | 1.71% | ||
| 10 | Coe Capital Management, LLC | 12,704 | 1,182,000 | 1.49% | ||
| 11 | PREMIER ASSET MANAGEMENT LLC | 11,016 | 1,025,000 | 1.29% | ||
| 12 | BURNS J W & CO INC/NY | 6,720 | 625,000 | 0.79% | ||
| 13 | Veritable, L.P. | 5,771 | 537,000 | 0.68% | ||
| 14 | DOWLING & YAHNKE LLC | 5,434 | 506,000 | 0.64% | ||
| 15 | Hollow Brook Wealth Management LLC | 2,500 | 233,000 | 0.29% |
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.
