| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Main Street Research LLC | 10,568 | 1,812,000 | 25.74% | ||
| 2 | Veritable, L.P. | 8,506 | 1,459,000 | 20.73% | ||
| 3 | World Asset Management Inc | 4,872 | 835,000 | 11.86% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 3,668 | 629,000 | 8.94% | ||
| 5 | ICM ASSET MANAGEMENT INC/WA | 2,980 | 511,000 | 7.26% | ||
| 6 | Waldron Private Wealth LLC | 2,766 | 474,000 | 6.73% | ||
| 7 | REYNOLDS CAPITAL MANAGEMENT LLC | 2,200 | 377,000 | 5.36% | ||
| 8 | Evercore Wealth Management, LLC | 2,029 | 348,000 | 4.94% | ||
| 9 | MENLO ADVISORS LLC | 1,720 | 294,000 | 4.18% | ||
| 10 | S&CO INC | 1,522 | 261,000 | 3.71% | ||
| 11 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 204 | 35,000 | 0.50% | ||
| 12 | Clarkston Capital Partners, LLC | 20 | 3,429 | 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.
