| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MARK ASSET MANAGEMENT LP | 23,788 | 4,943,000 | 26.58% | ||
| 2 | Bedell Frazier Investment Counselling, LLC | 14,693 | 3,053,000 | 16.41% | ||
| 3 | Main Street Research LLC | 10,406 | 2,162,000 | 11.62% | ||
| 4 | Veritable, L.P. | 8,680 | 1,804,000 | 9.70% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 8,009 | 1,664,000 | 8.95% | ||
| 6 | World Asset Management Inc | 4,700 | 977,000 | 5.25% | ||
| 7 | FALCON POINT CAPITAL, LLC | 4,377 | 909,000 | 4.89% | ||
| 8 | ICM ASSET MANAGEMENT INC/WA | 2,790 | 580,000 | 3.12% | ||
| 9 | Waldron Private Wealth LLC | 2,689 | 558,000 | 3.00% | ||
| 10 | Evercore Wealth Management, LLC | 2,029 | 422,000 | 2.27% | ||
| 11 | REYNOLDS CAPITAL MANAGEMENT LLC | 2,000 | 416,000 | 2.24% | ||
| 12 | RONALD BLUE & CO LLC | 1,963 | 408,000 | 2.19% | ||
| 13 | MENLO ADVISORS LLC | 1,720 | 357,000 | 1.92% | ||
| 14 | S&CO INC | 1,458 | 303,000 | 1.63% | ||
| 15 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 203 | 42,000 | 0.23% | ||
| 16 | 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.
