| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Karp Capital Management Corp | 109 | 10,000 | 0.01% | ||
| 2 | Aris Wealth Services, Inc. | 288 | 27,000 | 0.04% | ||
| 3 | Hollow Brook Wealth Management LLC | 2,500 | 232,000 | 0.30% | ||
| 4 | Willingdon Wealth Management | 5,800 | 538,000 | 0.71% | ||
| 5 | DOWLING & YAHNKE LLC | 6,241 | 579,000 | 0.76% | ||
| 6 | Veritable, L.P. | 6,853 | 636,000 | 0.83% | ||
| 7 | BURNS J W & CO INC/NY | 8,960 | 831,000 | 1.09% | ||
| 8 | PREMIER ASSET MANAGEMENT LLC | 11,016 | 1,021,000 | 1.34% | ||
| 9 | Coe Capital Management, LLC | 12,704 | 1,178,000 | 1.55% | ||
| 10 | Integre Asset Management, LLC | 33,285 | 3,087,000 | 4.05% | ||
| 11 | World Asset Management Inc | 35,127 | 3,258,000 | 4.28% | ||
| 12 | Geneva Advisors, LLC | 52,218 | 4,843,000 | 6.36% | ||
| 13 | Savant Capital, LLC | 101,980 | 9,458,000 | 12.42% | ||
| 14 | DAVIS R M INC | 108,305 | 10,044,000 | 13.19% | ||
| 15 | MARKEL GROUP INC. | 116,000 | 10,758,000 | 14.12% | ||
| 16 | Curi Capital, LLC | 148,017 | 13,727,000 | 18.02% | ||
| 17 | MARK ASSET MANAGEMENT LP | 171,931 | 15,945,000 | 20.93% |
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.
