| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MARK ASSET MANAGEMENT LP | 45,277 | 8,373,000 | 34.25% | ||
| 2 | BADGLEY PHELPS & BELL INC | 41,787 | 7,728,000 | 31.61% | ||
| 3 | Main Street Research LLC | 10,676 | 1,974,000 | 8.07% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 6,837 | 1,265,000 | 5.17% | ||
| 5 | Veritable, L.P. | 6,615 | 1,223,000 | 5.00% | ||
| 6 | World Asset Management Inc | 4,811 | 890,000 | 3.64% | ||
| 7 | RAND WEALTH, LLC | 4,338 | 802,000 | 3.28% | ||
| 8 | S&CO INC | 4,104 | 759,000 | 3.10% | ||
| 9 | Waldron Private Wealth LLC | 2,766 | 511,544 | 2.09% | ||
| 10 | REYNOLDS CAPITAL MANAGEMENT LLC | 1,900 | 351,000 | 1.44% | ||
| 11 | MENLO ADVISORS LLC | 1,720 | 318,000 | 1.30% | ||
| 12 | RONALD BLUE & CO LLC | 1,197 | 222,000 | 0.91% | ||
| 13 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 166 | 31,000 | 0.13% | ||
| 14 | PATHSTONE FAMILY OFFICE, LLC | 12 | 2,000 | 0.01% |
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.
