| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MARK ASSET MANAGEMENT LP | 158,641 | 14,373,000 | 22.61% | ||
| 2 | Curi Capital, LLC | 139,727 | 12,659,000 | 19.91% | ||
| 3 | DAVIS R M INC | 114,765 | 10,398,000 | 16.36% | ||
| 4 | Savant Capital, LLC | 101,860 | 9,229,000 | 14.52% | ||
| 5 | Geneva Advisors, LLC | 59,481 | 5,389,000 | 8.48% | ||
| 6 | World Asset Management Inc | 36,377 | 3,296,000 | 5.18% | ||
| 7 | Integre Asset Management, LLC | 33,392 | 3,025,000 | 4.76% | ||
| 8 | BURNS J W & CO INC/NY | 12,700 | 1,151,000 | 1.81% | ||
| 9 | Coe Capital Management, LLC | 12,504 | 1,133,000 | 1.78% | ||
| 10 | PREMIER ASSET MANAGEMENT LLC | 11,016 | 998,000 | 1.57% | ||
| 11 | Veritable, L.P. | 7,026 | 637,000 | 1.00% | ||
| 12 | DOWLING & YAHNKE LLC | 5,884 | 533,000 | 0.84% | ||
| 13 | Willingdon Wealth Management | 5,800 | 525,000 | 0.83% | ||
| 14 | Hollow Brook Wealth Management LLC | 2,500 | 226,000 | 0.36% |
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.
